Did you know that July 1st is like New Year’s Day in medicine? Doctors are coming to your community, and you have a natural opportunity to reach them.In this week’s episode of the Engaging Doctors Podcast, I share a practical gu...

It's been four years in the making.  Finally, my new book How Doctors Build TrueWealth is in production. It helps physicians make conscious choices about how they earn, spend, invest and protect their money to create the lives they want.&n...

Do you have clients in the grips of money anxiety--especially in the face of market volatility?Your goal is to help your clients make prudent financial choices.However, please remember that many of your clients respond to financia...

When a doctor faces a malpractice lawsuit, the emotional and financial toll can be overwhelming. As a financial advisor, how can you provide real value and support during this critical time? In this episode, Dr. Vicki Rackner shares her persona...

If you are a financial advisor and want to have more conversations with doctors, join the conversations they are already having in their heads.Doctors worry about theft and fraud and scams.In this episode you will learn:1. ...