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How Well Do You Know Your Clients?

6/11/2020

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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
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  • Home
  • Start Here
    • Where to Begin
    • About Our Founder
    • Case Studies
    • Testimonials
  • Services
    • Cracking the Physician Code Master Class -Online Training
    • Get More Doctor Clients Live Virtual Bootcamp
    • Books for Doctors >
      • Get Your Name on the Cover of the 9 Money Mistakes Book
      • Get Your Name on the Cover of the Myth Book
    • Coaching and Mentoring
    • Done-for-You Presentations
  • Speaking
  • Blog