Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
Podcasting since 2025 • 30 episodes
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Latest Episodes
How to Get More of What You Want in 2026
How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success. If you want to work with more doctor clients in 2026? Click
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Season 1
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Episode 30
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1:00:04
Am I Better Off With You... or Without You?
Doctors don't usually say this out loud — but they're always asking it:"Am I better off with you... or without you?"In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medi...
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Season 1
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Episode 29
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14:48
AI for Financial Advisors: How to Attract More Doctor Clients in 2026
Are you already using AI in your business? This week's guest, Lisa Larter says, "AI literacy is the most important thing any human being on the planet can learn right now." Lisa describes how AI can help you transform your business result...
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Season 1
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Episode 28
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22:18
What Every Advisor Must Know About Doctor Money Triggers
Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed s...
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Season 1
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Episode 27
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9:39