How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

Several years ago, cardiologist Bob Carey, M.D., decided he wanted his grandchildren to understand how much he had learned over his 56-year career not from his colleagues or from medical school but from his patients and their caregivers. “I wanted to share their kindness and courage,” he explains. “I wanted to write stories about my patients so my 12 grandchildren could learn from them as I had.” His daughter shared what he had written to an author who encouraged Bob to realize a book. Now Dr. Carey’s dream has finally come true! “Patients Teach a Doctor About Life and Death: Tales from Fifty-Six Years of Practicing” is a compendium of detailed and inspiring personal vignettes culled from Bob’s experiences over half a century. Beginning with his early years at Boston University Medical School’s main teaching hospital (now called Boston Medical Center) in the early 1950s, Bob’s book recounts the story of his treating his very first patient, Gladys: “a tall lady with enlarged lymph nodes in her neck” originally diagnosed with Hodgkin’s disease. Though ultimately dying from heart disease and kidney failure, Gladys remained Bob’s patient for nearly two decades, teaching Bob that “one can never be absolutely certain of a person’s ultimate prognosis.” This lesson stayed with him throughout his many years of practice. After the initial introduction, “Patients Teach a Doctor About Life and Death” is divided into sections that describe his years in medical school, his military service in Okinawa, his years of medical residency as well as private practice, family experiences, time in China and extensive pro-bono work in South America. Each section conveys heartwarming stories from Dr. Carey’s unique point of view. A fellow doctor and friend R.A. Macdonald testifies that Bob’s book is the story of a doctor “who is a product of a largely bygone era… A time when doctors actually listened to their patients.” An absorbing read, “Patients Teach a Doctor About Life and Death” has much to say about how relationships work between doctors and patients from a medical standpoint as well as teaching us how curiosity and compassion play into successful outcomes. Proceeds of the book are being donated to a foundation established by Bob to provide scholarships for medical students to work with doctors in poor countries. Born in Arlington, Massachusetts in 1929, Bob Carey is a graduate of Harvard College and Boston University School of Medicine. In 1954 he married his high school sweetheart, Mary O’Neill, and the two went on to raise five children. In 1960 he joined a practice in Arlington, and later helped found Internist Inc., a group practice, in 1970. This practice joined Lahey Clinic in 1993 until Bob officially retired from medical practice in 1998. Since then, he has been teaching at BU and Harvard Medical School, and volunteering annually for pro bono medical service in Bolivia and Ecuador.

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In 2007, Chloe Lizotte, then a student in middle school, wrote an “Historical Thoughtleader Profile” on Elizabeth Cady Stanton, the women’s suffrage leader, which she then published on a website. A few isableays later, she received a request from a professional women’s website called Women in Technology International (WITI) which wanted to re-publish it. That was the beginning of Chloe’s journey into professional publishing which, over the ensuring years, included a series of columns on still more historical “thoughtleaders” for The Concord Journal as well as music and arts reviews in her high school newspaper The Voice (which she also served as editor-in-chief) and various op-ed pieces, reviews, news reports and reflective essays in prominent journals like Teen Ink, The Real Musician, Booklore, The Pulitzer Center, CEO Refresher and Op-Ed News. The next step logically implied a book, resulting in “Fresh Ink: Published Writings,” a compilation of all her published content. Each chapter in “Fresh Ink” is a previously published work specifically selected for publication by an editor. No chapter content in “Fresh Ink” has been included that does not meet that requirement. “The essays in my book reflect where I’ve been, what I’ve seen, how I’ve reacted and what I’ve concluded,” Chloe explains. “They speak to my journey up to this stage in my life.” Chapter topics in the book range from music reviews (“The Suburbs” and “The King of Limbs”) to literary legends (Hemingway, J.D. Salinger) to political history (The 1920s youth culture, Martin Luther King) to Steve Carell’s leaving “The Office” to profiles of historical eccentrics, movie reviews, a report on the 2011 summer London riots and a self-reflection titled “The Thoreau Challenge.” A comment online of the website that published Chloe’s essay on Martin Luther King remarked: “(Chloe is) an amazingly cogent thinker, proving that age has nothing to do with intellect, discernment, wisdom, and that all-important passion for one’s subject matter — and for truth.” Another commenter confided: “I was about to give up on our youth but your wonderful writing has renewed my faith.” Now a member of Yale’s class of 2016, Chloe graduated from Concord-Carlisle High School in 2012 after serving as editor-in-chief of its student newspaper The Voice and music director of its radio station WIQH-FM. In addition to her column about “historical eccentrics” in the town of Concord’s weekly newspaper The Concord Journal, she also won the 2011 University of Virginia Book Award. Her twice-monthly radio show on WIQH achieved the station’s “Outstanding Show of the Year” award three years running. She is also an accomplished piano and guitar player, an avid snowboarder, kayaker and runner, and a talented videographer. Chloe’s reporting on the London riots for the renowned Pulitzer Center happened largely due to her love of all things British, including four trips to London and a summer study program at Cambridge College (2011). She has also visited Ireland, Scotland, Wales, Montreal and Paris. She lives with her family in Concord, Massachusetts.

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