Are you a financial advisors interested in working with more doctor clients? In this episode, you will learn the 5 most common mistakes to avoid.

If you're serious about working with more doctor clients, click here to learn more about the Cracking the Physician Code course, delivered LIVE beginning May 20th, 2025.

For more tips and strategies to grow your practice by working with more doctor clients:

• Visit Engaging Doctors and sign up to get weekly tips.
• Follow us on Facebook.
• Follow us on Youtube.
• Follow us on Linkedin

Did you know that July 1st is like New Year’s Day in medicine? Doctors are coming to your community, and you have a natural opportunity to reach them.

In this week’s episode of the Engaging Doctors Podcast, I share a practical guide to connecting with new doctors without pitching your services.

You’ll learn:

• How to identify doctors moving to your town
• The one phrase that builds instant trust
• Creative “welcome wagon” ideas doctors love
• Why this moment is a goldmine for financial advisors

Click here to learn more about the Cracking the Physician Code course.

For more tips and strategies to grow your practice by working with more doctor clients:

• Visit Engaging Doctors and sign up to get weekly tips.
• Follow us on Facebook.
• Follow us on Youtube.
• Follow us on Linkedin

It's been four years in the making. Finally, my new book How Doctors Build TrueWealth is in production. It helps physicians make conscious choices about how they earn, spend, invest and protect their money to create the lives they want.

This is a book that financial advisors can give away to attract and engage more doctor clients. In this podcast, learn:

1. What the book is about

2. Why it took four years to write and

3. How you can leverage it to help grow your practice.

For more tips and strategies to grow your practice by working with more doctor clients:

• Visit Engaging Doctors and sign up to get weekly tips.
• Follow us on Facebook.
• Follow us on Youtube.
• Follow us on Linkedin