Online Marketing For Doctors podcast

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The Innovators & Investors Podcast

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AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49

vor 11 Tagen45:49

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45:49

In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

Online Marketing for Doctors

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Podcast by Online Marketing for Doctors

22 Episoden

#Fitness #Online Marketing For Doctors

Online Marketing for Doctors

updated vor 6 Jahren

Serie-Home•Feed

Podcast by Online Marketing for Doctors

22 Episoden

#Fitness #Online Marketing For Doctors

Alle Folgen

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Podcast #33 - How To Use Direct Response Marketing To Grow Your Practice Fast 29:42

vor 6 years29:42

29:42

Are you looking to grow your practice’s leads quickly? Dr Obinna Nwobi joins us as a special guest all the way from America on this podcast to discuss how he’s used Direct Response Marketing to grow his prospective leads very quickly.

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Why Book Appointment As A Call To Action Not Working Anymore 10:12

vor 6 years10:12

10:12

Have you noticed that most healthcare websites have something in common? A little button that you see everywhere titled… “Book a Consultation” or “Book Appointment”? And maybe these practices are starting to see fewer conversions or enquiries from these buttons. In this latest podcast, “Why Book Appointment as a Call to Action Is Not Working Anymore” we‘re going to talk about why this simple call to action isn’t working as effectively in this ever increasingly competitive online market.…

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How To Scale To Multi Location Practice 23:43

vor 7 years23:43

23:43

We’re delighted to welcome Stewart Hayes from Orthotic Solutions Podiatry onto this week’s podcast to discuss how you can build a profitable practice with multiple locations. Stewart is the founder of Orthotic Solutions Podiatry who has been running his practice since 1994, successfully expanding the original practice to 4 locations in Sydney. He has also established an active online presence within a fairly short amount of time, which has help drive his location’s growing number of patients over the years.…

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7 Steps to Attract the Right Patients to Your Practice 14:30

vor 7 years14:30

14:30

On average, you may lose between 10% to 30% of patients year on year so it should be a critical part of your marketing strategy to attract new patients to your practice. However, while most practitioners focus on getting new patients into their practice, very few know how to effectively attract the right kind of patients.…

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Effective Ways To Nurture Relationships With Your Existing Patients 19:44

vor 7 years19:44

19:44

One main reason why patients leave a practice is that the practice doesn’t stay in touch. If you don’t stay in touch with your patients, they will think that you don’t care, or other services you offer that may be of interest to them and their network of family and friends, and they won’t know why they need to come in for regular check-ups or to complete their treatment plan.…

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Should You Reinvest In Your Practice? 8:28

vor 7 years8:28

8:28

We’ve just finished talking to a practice who is a client of ours and for the past couple of years, their growth has been incredible and their profits continue to increase; after paying everyone and everything, they had $200K in profit last year, but they see potential for stalling, and they want to hit the next million dollar revenue number. He also wanted to bring on a number of different people but he realised that if he brings on more key people such as a new doctor or hire a Marketing agency to help them out with more aggressive marketing campaigns, which are some of the people they actually need to have in order to get to the next level, their profitability will go down. And as expected, when he started bringing on these people, his profitability went down and he started feeling like hey I am failing, the business is failing, it is not doing well. I didn’t see it that way, so we had a great conversation, and basically, what I said was “look, it’s just the mind shift switch.” It is okay to go down on your profit margin in the short term in order to get to a bigger profit margin through growth in the long term.…

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Simple Techniques To Acquire New Patients With Brent From Modpod Podiatry 24:40

vor 7 years24:40

24:40

Simple Techniques To Acquire New Patients With Brent From Modpod Podiatry by Online Marketing for Doctors

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How to Use Foot-in-The-Door Offers to Get More Patients 8:12

vor 7 years8:12

8:12

“How to get more new patients” is one of the most frequently asked questions we’ve received from practices. Are you looking for some new techniques and tactics to acquire new patients? Foot-in-the-door offers are a more sophisticated form of persuasion and a sales technique. The principle is this; start by asking for something small from someone, and if they comply with your first small request, they will be more likely to respond to your next bigger request. ChangingMinds.org explains it this way: FITD works by first getting a small yes now and then getting an even better yes later.…

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How To Increase Patient Engagement Through an Online Booking Application 17:17

vor 7 years17:17

17:17

Dr. John Morgan, partner and veterinarian from the Gordon Vet Hospital joined the podcast to discuss the benefits they realized from implementing an online booking application. Dr. John Morgan has gained a wealth of valuable experience and knowledge since graduating from Sydney University, including putting his emergency, dermatology and soft tissue surgery skills to work in Goulburn, NSW for a few years. He recently returned to Australia rejoining the Gordon Vet Hospital team after living in Canada for over two years. Gordon Vet Hospital is an independently owned hospital serving the community for more than 40 years, providing professional pet care as well as compassion and understanding to all animals and their owners.…

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