You're Invited: What's Working in 2019

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:

• The new tax law that will be the source of significant financial pain for physicians and dentists
• The growing discontent among physicians 
• The growing numbers of physicians who are getting more serious about assuring they are on the best path to financial independence.

If you have ever considered whether you want to invest in acquiring more e doctor clients, 2019 is your year.

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:

• 5 Trends in 2019 Impacting Physicians--and the Financial Advisors Who Want to Engage Them 
• Case Studies of Successful Financial Advisors 
• Specific Scripts that Inspire Doctors to Act 
• 3 High ROI Marketing Campaigns 
• 3 Buckets of Leads
• 3 Mistakes to Avoid
• Elements of Sales Funnels that Shorten the Sales Cycle  

Click here to register.  

Please register today to assure you have a seat.

Before you attend, please feel welcome to review these complimentary one-hour tutorials: 

• How to Get Doctors to Do Business with You
• How to Get Knee-to-knee with More Doctor Prospects

​ Wishing you much success in 2019!