How Well Do You Know Your Clients?

How well do you understand what's happening TODAY with your prospects and clients?

As I help financial advisors extend a financial helping hand to physicians and dentists, I see a wide range of recovery in the medical community. An orthopedic surgeon in Boston may be in a much different position than an orthopedic surgeon in Miami. A dermatologist in Seattle may have very different concerns than the pediatrician or the dentist in the same office building.

Reach out to your prospects and clients with empathy on a regular basis.

Ask, "How are things different for you this month?" Or, "If you had a magic wand and could make one problem disappear, what would that problem be?"

​Then help them move closer to a solution. #financialhealthfordoctors, #financialhelpinghandfor doctors