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What Every Advisor Must Know About Doctor Money Triggers

What Every Advisor Must Know About Doctor Money Triggers

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Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed strategies to help doctor clients stay calm, think clearly, and make grounded money choices.

Get your free “Script for Success” Scriptbook: A proven guide for advisors to help clients avoid impulsive financial mistake by clicking here.

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.
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