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Run our Instant Do-It-Yourself DB calculator to see how much YOU or Your Client could save on taxes and add to retirement savings.
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Ideal Clients
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Step 1: Prospect for Physicians
Doctors are easy to identify in your book of business or community. We've learned that certain specialties are more likely to be self-employed, have few employees and need tax solutions:
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First, look in your book of business for doctors who are self-employed or in a small practice with 0-5 employees. Generally, clients who are 5-15 years from retirement want to save as much as possible for retirement. They are interested in learning about one of the best tax-advantaged solutions available today.
If you have clients who fit this profile, begin the conversation.
Want new clients?
A simple web search can help you identify local prospects.
Many medical associations and state boards have online directories of physicians that you can search. As a plan member of a health and managed care organization, you can access local doctors by specialty. And your local yellow pages will list doctors, dentists and other medical professionals as well. If you want to find new clients, listed below are examples of the types of websites that can help you target self-employed physicians in your community:
Anesthesiologists
Professionals who are not hired directly by consumers are less likely to be listed on the Internet but you can identify some prospects through their professional associations and journals. For example, "Anesthesia and Analgesics", lists the members of the Editorial Boards, many of whom practice as well as teach: http://www.anesthesia-analgesia.org/misc/edboard.xhtml. Find practitioners in your area and send them a personal email or give them a call.
Another approach is to find specialists at nearby teaching hospitals and universities — many physicians who teach are also practitioners. Here are a couple of examples:
- Anesthesiologists from Illinois's Rush University Medical Center with contact information easily found on the web http://rush.photobooks.com/pdf_results/rush.pdf
- A mix of specialists at New York Hospital for Special Surgery: http://www.hss.edu/
physicians.asp
Psychiatrists
Psychiatrists and other specialties: www.healthgrades.com allows you to search by location — state and city — and provides you a list of specialists in your town.
Radiologists
Society of Interventional Radiology: www.sirweb.org — provides a list of specialists by state with contact information.
Endodontists
Easy to find in your town and state, most of them are in small practices:
http://www.aae.org/Patients/Find.aspx
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