Becoming Indispensable: Financial Insights for Your Customers
Description
Do you understand the financial complexities that challenge your medical clients every day? Unlock the secrets to mastering the obstacles your clients face and solidify your value in the competitive medical sales industry.
In this week’s episode, sponsored by Alpha Sophia, we sat down with Justin Harvey, a seasoned advisor and strategist in financial planning specifically tailored for medical professionals to talk about the nuanced world of medical sales and financial strategy. Harvey, founder of APM Wealth and host of the APM Success podcast, shares invaluable insights on becoming indispensable to clients by deeply understanding their unique financial needs and challenges. We also explore solutions that go beyond the product, focusing instead on enhancing the financial and operational health of their clients’ practices.
What we discuss in the episode:
- The complex financial landscape medical professionals navigate
- The critical need for specialty-specific financial advice
- Various strategies to optimize tax returns through loss harvesting
- How to secure a financially safe future beyond your practice
- Advice aimed at helping medical professionals manage wealth effectively
Resources from this episode:
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