- Credibility. When looking for professional advisors, doctors seek out thought leaders. Thought leaders become recognized as such by writing articles, publishing blogs, and speaking to groups.
- Expertise. Doctors are accustomed to working with fellow specialists. They understand the process of referring patients back and forth, and that a similar use of multiple planning specialists may be appropriate for their financial and legal needs.
- Referrals from colleagues. Doctors place a high value on personal referrals from their peers. While there are thousands of physicians practicing in the U.S., the community is still relatively small and very well-connected. The endorsement of a prominent physician is extremely valuable.
Thursday, April 8, 2010
Key things doctors are seeking in a professional advisor
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