In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice.
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By Suzanne SiracuseIn this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice.