As technology advances, people become more vulnerable to scams and unauthorized access to their online financial and personal information. As a result, cybersecurity is of utmost importance. While passwords are one of the most basic yet crucial aspects of

Understanding clients' thoughts and feelings about money extends beyond financial services. It's a journey that merges psychology and economics, crafting a holistic approach that acknowledges the human behind the dollars. The bond between emotions and mon

Establishing meaningful relationships with physicians in financial planning is not just a chance for professional growthit's an avenue to connect with individuals who embody the spirit of service. By understanding their values, challenges, and aspiration

Orthopedic surgeons dedicate their expertise to mending bones and restoring quality of life. But beyond the operating room, orthopedists face a challenge - managing wealth and securing their financial future. In this episode, Lauren talks with Kameron Hel

Women are making significant medical strides, breaking down barriers, and excelling in diverse specialties. However, their road to financial freedom is often paved with hurdles requiring a personalized and gender-aware approach.  In this episode, Lauren c

The Doctors Eyes Only podcast introduces a new series called Meet Our Advisors. In this series, we ask advisors questions about how they got to where they are, why their work is important to them, and why they value not just working as financial advisors

When you hear the word "superhero," you probably imagine someone running around in a cape, mask, or tights, using their powers to protect cities from the forces of evil. But superheroes are not limited to comic books or Marvel movies. In fact, there are m

Your personal brand is being built every day in the way that you treat people, approach problems, and embrace change. Conversations about building a personal brand are common in careers like sales or marketing, but any profession can benefit from creating

Negotiation is a valuable skill that can bring your career to the next level. While we may know what we want on paper, navigating this conversation in practice seems daunting and unpredictable to many. But what if negotiation is not as scary as we were le

Medical professionals have unique financial challenges and opportunities. But with the ever-evolving healthcare industry and economic changes, it can be difficult to keep track of the best financial strategies. With tax planning at the forefront for 2023,