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Trusts & Estates

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Trusts & Estates

How to Attract Physician Clients and What To Do When You Get Them

Many professionals target doctors as the ideal client because of their high incomes, which they maintain even during tough economic times. Doctors pay their bills. Doctors are subject to liability concerns that dwarf those of every other profession, making them the logical and perfect candidates for strategies designed to protect their assets. Yet estate planners and financial professionals have difficulty obtaining and retaining physicians as clients. Understanding the psychology of doctors is crucial to retaining them as clients. What makes a doctor tick?

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