Mastering the Art of Serving the Physician Client

Paul recently presented to a group of NAPFA advisors on how to effectively address the needs of Physician Clients. The description from the event is highlighted below

Having a thorough understanding of physicians’ lifestyle, wants, challenges and needs is critical when assisting physician clients with life, career, investment, financial, and retirement planning needs. Author , global investment manager, and NAPFA member Paul Sutherland will provide a tangible practical, framework for how to work effectively with doctor clients, by serving their real needs, and provide worthwhile value added services to help physician’s. This is to confirm your participation in our Mastering the Art of Serving the Physician Client.

AMA Physicians’ Guide To Financial Planning

To view the slides used within Paul’s speaking engagement, “AMA Physicians’ Guide To Financial Planning”

Health, Wealth, and Happiness 03.14.2007

To view the slides used within Paul’s speaking engagement, “Health, Wealth, and Happiness”

Investing Because the Future Matters

To view the slides used within Paul’s speaking engagement, “Investing Because the Future Matters”