Every January I share my thoughts about the current trends that impact your ability to acquire doctor clients TODAY. I offer the lessons about what’s worked in the past 12 months—and what’s not working as well any more. I see what's helped financial advisor clients increase their assets under management by tens of millions of dollars and generate 6-figure commissions in 2018. (Thank you for your trust in me!)
In 2019 I see an unprecedented convergence of forces that offer unprecedented opportunities for you to acquire doctor clients:
You’re invited to my annual “What’s Working in 2019” tutorial Tuesday, January 15th, 2019 at 9 AM Pacific/ Noon Eastern. You will leave with:
Please register today to assure you have a seat.
Before you attend, please feel welcome to review these complimentary one-hour tutorials:
Wishing you much success in 2019!
Would you like to work with more physicians and dentists in 2019?
Here are five trends you can leverage as you consider how to deliver more value to your doctor prospects and clients.
1. More Tax Pain
We are seeing the most sweeping tax reform in decades.
Some Americans will enjoy significant tax savings in 2018. Most high-earning physicians and dentists will not--unless they work with a tax strategist who can help them make the tax laws work for them.
Taxes are often the doctors' highest lifetime expense. Reducing taxes frees up additional funds that can be invested.
If you are a financial advisor who helps doctors build wealth, engage more prospects by:
2. Rising Costs and Falling Revenue
Physicians, dentists and health care organizations continue to face rising costs and falling reimbursements. Engage more doctor prospects by:
3. More Unhappiness
4. Higher Barrier to Entry
It's getting more and more difficult to get knee-to-knee with doctors. Make it easier to meet new doctors by:
5. Doctors are Getting More Social
More and more physicians and dentists are participating in social media to get their messages out, attract more patients and build their platforms.
Many financial advisors are engaging doctor prospects on social media. Make the most of your social media outreach by:
© 2019. Vicki Rackner MD. All rights reserved. You may reproduce this post with this byline:
Vicki Rackner MD is an author, speaker and consultant who offers a bridge between the world of medicine and the world of business. She helps businesses acquire physician clients, and she helps physicians thrive. Contact her at (425) 451-3777.
What do your doctor clients REALLY want? In this video, understand what pushes doctors' "buy button." Further, pick up three tips to help you get what YOU really want in 2019.
Your ability to manage prospects' objections contributes to the rate at which you acquire clients. In the video below you'll find 3 tips to manage objections more effectively.
"How do I get in front of more doctor prospects?"
This is the question I'm asked most frequently. In this webinar, I offer some answers. You will take away:
Clickhere to download a pdf of the slides.
One of the most frequently asked questions I get is "How do I get past the gatekeeper?" In the video below. you will find three tips.
With all of the holiday activities --and distractions-- for you and your prospects, will December marketing efforts pay off?
Use the momentum of the holidays to guide your marketing campaigns. View the video below to see how to ride the momentum of three holiday activities to engage more doctor prospects:
If you are in a position to invest some time, you can also leverage the most sweeping tax reform in over 30 years to engage more doctor prospects before January 1st. If you can help clients lower taxes, you can help them build wealth more effectively.
This is the time of year when we reconnect with family and friends and count our blessings.
However, sometimes a Thanksgiving visit with aging parents brings with it surprises. Mom and Dad may not be doing as well as you would like. You may even recognize the need to step into the role of family caregiver.
Years ago I wrote a book called Caregiving without Regrets. I never would have imagined this would be my own instruction manual as I navigated through my mother's decline from dementia.
Please feel welcome to download this book and share it with caregivers you know, including your clients; it's my gift to them.
Many thanks for being a part of this community! I'm grateful for your ongoing participation.