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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. You can read reviews and testimonials from clients and pay attention to feedback that specifically relates to physicians and their financial needs.

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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

When an emergency does happen, this client vault becomes a virtual go-bag that can help clients manage their financial life from wherever they are. They can check their homeowner’s insurance coverage before making a claim once the storm has passed. 2 Designing a Moat with Insurance Analysis. Sources: 1.