The Listening Edge: A Self-Assessment for Financial Advisors Who Work with Doctors
This practical self-assessment helps you evaluate and strengthen how well your behavior communicates trust,
listening, and understanding—the foundations of every lasting physician-advisor relationship.
Inside the self-assessment, you’ll find:
Before the Meeting – behaviors that set the tone for listening
During the Conversation – actions that signal presence and understanding
After the Meeting – follow-up steps that consolidate trust
Scoring Guide – rate yourself from “Revisit Basics” to “Exceptional Listener”
Use it regularly to identify habits that help you earn doctors’ trust and deepen your professional impact.