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How advisors can win doctors as new clients | Financial Planning
Insights / How advisors can win doctors as new clients | Financial Planning

How advisors can win doctors as new clients | Financial Planning

How advisors can win doctors as new clients

Sam Davis, CFP®, at TBH Advisors, speaks with Financial Planning reporter Victoria Zhuang about how advisors can create and strengthen relationships with physicians. “You need to partner with someone who has expertise in the industry; that’s just going to be a way more efficient way to grow. … The best thing I could encourage any young advisor to do is stop thinking about other advisors like competition,” says Davis.

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