Selecting a Health Care Focused Financial Advisory Team: Providing Physician Centric—Not Advisor Centric—Holistic Financial Planning

Introduction .................................................................................................................................... 599 Real Notion of Teams .................................................................................................................... 599 ME, Inc. or Going It Alone-But with a Team ..............................................................................600 Risky Ways to Select Advisors ...................................................................................................... 601

Financial Advisors Are Not Doctors ......................................................................................... 601 So-What Does the Financial Services Industry Think of Doctors? ........................................ 601

Relying on Family and Friends ............................................................................................602 Media ....................................................................................................................................602 Internet..................................................................................................................................602 Discount and Online Brokerages ..........................................................................................603 Traditional Full-Service Brokers ..........................................................................................604

Right Advisors ...............................................................................................................................604 Competence ...............................................................................................................................605 Credentials.................................................................................................................................606