Thursday, April 11, 2013
"If you are a financial advisor working with physician clients, July 1 is a red-letter day," says Vicki Rackner MD, President of Targeting Physicians. "Virtually all physicians who begin new jobs do so on July 1. This is an ideal time to reach out to new doctor prospects and clients."
The magic of July 1 is easy to understand. Medical school begins July 1. Residency begins July 1. First jobs begin July 1, and most employees sign annual contracts.
Just as location is everything in real estate, timing is everything in financial services. Successful financial advisors know when prospects and clients are most open to their services.
Rackner notes that a little advance planning can help financial advisors leverage this marketing opportunity. "At the very least, follow the public notices about new physicians joining local practices. Send them a note of welcome."
"Smart financial advisors can launch smart marketing campaigns and take advnatage of this opportunity.
About Vicki Rackner MD Dr. Vicki Rackner helps financial advisors acquire physician clients and keep them for life through her company www.targetingdoctors.com. Drawing upon her experience as a practicing surgeon, faculty at the University of Washington School of Medicine and entrepreneur, she coaches individuals and teams who want to accelerate their business growth by establishing themselves in the medical market.
Learn more about the upcoming online course
Cracking the Doctor Code beginning April 30, 2013. It's designed to help financial advisors acquire more doctor clients this summer. Visit www.targetingphysicians.com or call (425) 451-3777 to learn more.