Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. Click

Are you a financial advisor who wonders, "Should I invest to attend medical meetings to engage more doctor prospects?" You'll take away:*The business argument for attending medical meetings*The kinds of meeting choices you haves*Way...

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

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 gu...

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.&n...