My clients are mostly physicians — they have student loans, practice income, and complex tax situations.

"What's the most complex dimension of the physician financial picture — PSLF tracking, practice revenue management, disability insurance, tax optimization, or something else? The answer tells me whether we fit."

"We have a physician-specific planning module — it handles student loan strategy, practice income cycles, disability coverage, and tax optimization in one view. It's built for exactly your client type."

"Physician clients have financial complexity that standard planning tools don't model well. What are you currently using that doesn't capture the full picture of what your clients need?"