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Becoming a Trusted Advisor

Becoming a Trusted Advisor

As physician liaisons we strive to become trusted advisors to our physicians and APPs. This is the ultimate level in solidifying long-lasting relationships.

In this week’s Friday From the Field Video, I remind you that being a trusted advisor sometimes requires we step outside the scope of what our organization offers to find solutions.

With that thought, I asked one of my trusted advisors Joe Allaria of Carson Allaria Wealth Management, to share a couple tips. As you can see by his company name – it won’t be medical tips, but financial-wealth tips. He shares the answers to two of the most common financially-related questions:

“How do I become wealthy? and How do I stay wealthy?”

While this won’t make us financial advisors – it will help us the next time our providers talk about financial related issues. Perhaps these tips from Joe can help you be better positioned to respond, further demonstrating your value and commitment to each trusted advisor relationship.

Let’s continue to broaden our arsenal of resources.

Healthy, wealthy and wise,