The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
Medscape Wealth Survey Reveals About Doctors and Why Financial Advisors Should Pay Attention
On the surface, physicians appear financially unstoppable. They earn high incomes.They hold prestigious careers.They have strong job security.And increasingly, many... Read More
The STORE Framework: How Financial Advisors Can Navigate Difficult Conversations Without Triggering Defensiveness
Financial advisors know there are certain conversations clients naturally avoid. You know the ones: Overspending Retirement readiness Long-term care Disability... Read More
July 1 Is the Most Overlooked Physician Marketing Opportunity of the Year
Every profession has its “new year.” For retailers, it’s Black Friday. For accountants, it’s tax season. For gyms, it’s January... Read More
What a Group of 12 Girls at Prom Can Teach Financial Advisors About Identity, Safety, and Wealth
My friend Beth recently shared photos from her daughter’s high school prom. One picture immediately caught my attention. It showed... Read More
Why Financial Advisors Struggle to Work with Doctors (And What Actually Works)
Financial Advisors Struggle With Doctors for One Reason Financial advisors often tell me the same thing. “I know doctors are... Read More
The Hidden Timing Code of Physician Clients: Why Your Message Isn’t Landing (Yet)
If you’ve ever felt like you’re saying all the right things to doctors… but nothing is happening… It’s not your... Read More