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!