Would You Like to Help Physicians Make Calmer, More Confident Financial Decisions — Even in Triggered Moments?

A scriptbook for financial advisors who work with physicians and want to prevent emotional, high-stakes money mistakes with simple, neuroscience-informed language.

Download this scriptbook to learn how to:

  • Use neuroscience-informed language to calm clients during stressful financial moments.

  • Prevent panic-selling, risky impulsive decisions, and money shame spirals.

  • Respond skillfully when doctors feel overwhelmed, avoid decisions, or shut down.

  • Turn emotional trigger moments into trust-building moments.

  • Communicate in ways that help physicians think clearly and make grounded decisions.

  • Become the advisor physicians stay with for life — not just because of performance, but because they feel safe with you.

Engaging Doctors

2400 NW 80th St. #216 Seattle, WA 98117

(425) 451-377

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