What do doctors want from a financial advisor/ wealth strategist?
I asked them!
In my interviews with hundreds of physicians and dentists, here are the answers that came up most frequently:
- “Someone who understands me.”
- “Someone who works with doctors like me.”
- “Someone I can trust to put my best interests first.”
- “Someone who will listen.”
- “Someone who will help me solve my problems.”
- “Someone who is honest.”
- “Someone who treats me—and my money— with respect.”
- “Someone who will make things easy for me.”
?Are you positioned to be this person?
What changes can you make to be more attractive in the eyes of doctor prospects? ?