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Top 10 Reasons to Become a Certified Medical Planner™
1. Expertise: Provide health economics, business and financial advice to physicians. 2. Credibility: Gain health industry recognition and fiduciary clout. 3. Opportunity: Focus on the lucrative and expanding physician advisory niche. 4. Recognition: Join a select group of advisory experts. 5. Distinction: Become quality; rather than product driven. 6. Achievement: 500 hours of financial, health economics and management education. 7. Evidence: Validate deep healthcare industry knowledge. 8. Resource: CMP™ text and hand books, dictionaries, and institutional print journal. 9. Distinction: Set yourself apart with our chartered logo and trade-mark identity. 10. Commitment: Become the “go-to” financial advisor for all medical professionals.
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Filed under: "Advisors Only", Career Development, CMP Program, Ethics, Financial Planning, Health Economics, iMBA, Inc., Managed Care, Marketing & Advertising, Practice Management, Quality Initiatives, Sponsors | Tagged: certified medical planner, CFP, CMP, doctors, fiduciary advisor, financial advisor, financial planner, medical management, nurses, physician advisors, Practice Management, www.certifiedmedicalplanner.com |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
Dear ME-P Aficionados
Bob Veres recently opined that “brokers have a sly, powerful new sales pitch; they claim that it is “too risky” to work with independent RIA firms.”
This fiduciary independence, of course, is the model of our http://www.CertifiedMedicalPlanner.com online education program in medical practice management and health economics for Financial Advisors.
And so, is Bob correct, or were we just prescient?
Dr. David Edward Marcinko; MBA, CMP™
[Publisher-in-Chief]
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About Financial Advisory Niches
According to Mike Kitces, CFP:
The practice management advice is almost ubiquitous – if you run a financial planning practice, you should eventually carve out a specialized niche for yourself. If you don’t already have one, look through your book of clients for similarities, and use that common thread to expand on a niche you might have unwittingly already started. The ultimate goal: to have carved out some unique space for your-self, whether that’s financial planning for fly-fisherman, working with public school teachers, or having a specialized skillset for doctors running a medical practice.
Yet in reality, many (most?) planners seem to resist this advice; “if I specialize, don’t I leave a whole lot of other business on the table?” is the most common objection. But, focusing on the clients you won’t get by specializing completely misses the point – which is significant increase in referrals you can generate by clearly defining a niche and conveying it to the clients and affiliated professionals who might refer you.
http://www.kitces.com/blog/archives/121-Why-All-Professionals-Should-Eventually-Have-A-Niche….html
To which we agree!
Thanks Mike.
Dr. David Edward Marcinko MBA, CMP
http://www.CertifiedMedicalPlanner.com
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