One of the biggest questions I get is, “How do I get my message in front of more doctor prospects?”
And the unstated questions, is, “And how do I do this knowing I HATE to sell?”
Here’s an idea for you.
You meet with your clients on a regular basis.
How about making these meetings into celebrations—complete with cupcakes!
At your scheduled meeting, remind your clients where they were when you first met. Ideally you wrote down their own words you can use today. “Do you remember what things were like for you when we first met? You got up at three in the morning wondering if you could retire before age 75. You had regular arguments in your partner about money. Now look at you! You have a plan to retire at 61. You thrived through the pandemic. You replaced uncertainty with certainly.”
Then celebrate! Bring out the cupcakes. Bring balloons if you wish. Celebrate the transformation you facilitated! You have just helped your clients move towards TrueWealth.
Then take the next step. Say, “We both know that today there are physicians who are where you were when we met. The difference between you and them is that they are suffering in silence. How can we get the message out that there is hope?"
Then be quiet. Let your client generate some ideas about how you can get solid financial literacy information into their hands.
Easy-peasy! You’re cultivating a culture of introduction with a heart of service.
Let me know how this works for you!
To your success,
Dr. Vicki
And the unstated questions, is, “And how do I do this knowing I HATE to sell?”
Here’s an idea for you.
You meet with your clients on a regular basis.
How about making these meetings into celebrations—complete with cupcakes!
At your scheduled meeting, remind your clients where they were when you first met. Ideally you wrote down their own words you can use today. “Do you remember what things were like for you when we first met? You got up at three in the morning wondering if you could retire before age 75. You had regular arguments in your partner about money. Now look at you! You have a plan to retire at 61. You thrived through the pandemic. You replaced uncertainty with certainly.”
Then celebrate! Bring out the cupcakes. Bring balloons if you wish. Celebrate the transformation you facilitated! You have just helped your clients move towards TrueWealth.
Then take the next step. Say, “We both know that today there are physicians who are where you were when we met. The difference between you and them is that they are suffering in silence. How can we get the message out that there is hope?"
Then be quiet. Let your client generate some ideas about how you can get solid financial literacy information into their hands.
Easy-peasy! You’re cultivating a culture of introduction with a heart of service.
Let me know how this works for you!
To your success,
Dr. Vicki