Happy New Year!
Acquiring doctor clients is no easy task. I want to thank you for sharing your experiences with me! After surveying the 2500 financial services professionals in this community, here are the top three challenges cited:
1. Getting past the gatekeeper. This is consistently the number one challenge over the decade I've been helping financial advisors acquire doctor clients.
2. Getting doctors to pay attention to your message and take action.
3. Generating leads.
Every financial advisor faces the same obstacles as they try to engage doctors. Who will prevail? It's the person who has access to the strategies, skills and tools to overcome these barriers. This gives you the competitive advantage.
And offering this competitive advantage is our commitment to you.
Based on the survey responses, we are excited to be developing some new products and services to help you in 2020.
If you would like to work with more doctor clients in 2020, here are some resources that you can access TODAY:
Click here to read The 9 Money Mistakes Doctors Make.
Click here to listen to a sample of the audiobook.
We look forward to supporting your business goals in 2020! Stay tuned for more new offerings.