All Episodes
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients — 35 episodes
Lies about Attracting Doctor Clients
Dr. Google and AI: A Brief History Lesson to Help Financial Advisors Navigate the AI Era
Debt Anxiety Can Cost Doctors Millions ( And Here's Why)
Looking Rich vs Being Rich: Why High Earners Still Feel Financial Pressure
Your Brain on Money
How to Get More of What You Want in 2026
Am I Better Off With You... or Without You?
AI for Financial Advisors: How to Attract More Doctor Clients in 2026
What Every Advisor Must Know About Doctor Money Triggers
How AI Can Give Financial Advisors Back 500 Hours a Year
Your Next Doctor Lead is Closer Than You Think
Introverts vs Extroverts: Which Financial Advisors Win More Doctor Clients?
What Every Financial Advisor Needs to Know about Cybersecurity
Financial Abuse: When Money Become a Weapon Among Partners
Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
Red Flags in Prospects: Just Say No
What Smart Doctors Make Not-So-Smart Financial Choices
Lessons from a House Fire You Can Use When You Engage Doctors
The Connection Prescription: Leadership Skills for Financial Advisors
How to Speak with Doctors about Burnout
Why Every Financial Advisor Needs A Medical Dream Team
Financial Advisors Ask, "Should I Attend Medical Meetings?"
5 Mistakes Financial Advisors Can Avoid
Jump on July 1st Marketing Opportunities
New Book "How Doctors Build TrueWealth" is in Production!!!
Helping Clients Manage Money Anxiety
What Financial Advisors Need to Know about Med Mal Lawsuits
Financial Advisors: Protect Doctors from Scams and Fraud
Financial Advisors: Pharma’s Secrets to Winning Doctor Clients
The 10 Laws of Physician Engagement
Financial Advisors: How to Sell to Doctors
Getting Past the Doctors' Gatekeeper
The Secret to Success in the Medical Market
Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!
The Business Argument for Working with Doctor Clients