Great book! Thanks for exposing Wall Street and the financial services industry for their self-serving, anti-consumer practices. You have created a must-read for everyone who is planning for their financial future.
Kurt H. Jackson
The advisors at WPE and the Wealth Preservation Institute to a great job in finding solutions that fit the clients needs. I am an advisor and enjoy working with other advisors who are client first, it means a lot to myself and my team.
Lori Daniels
In prospecting an influential physician this year, I came across The Doctor’s Wealth Preservation Guide. At first, I used the book only for my own research. After getting no response for a couple of months, I mailed him a copy. The next week, he requested a second meeting. Since that time, we have liquidated businesses, moved substantial amounts of money, written 6 figures in insurance premiums, and built the type of relationship that most advisors only read about.
Physicians are a highly saturated market, who are involved in highly complex strategies they rarely understand in depth. This book addresses these complex strategies in a fact based manner, and in comparison to other complex strategies. Explaining real world application of these strategies to physicians in a way that the opinion based books on the shelf will never do. It has become an exceptional marketing tool for my practice. I look forward to sharing the book and it’s contents with many physicians to come.
This book is the physician’s financial bible. No physician should practice medicine without one.
