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.
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Latest Episodes
Millennial vs. Boomer Doctors: What Financial Advisors Need to Understand
A physician’s generation can offer clues about their financial priorities. But the most useful conversation starts with the individual doctor—and the choices they want their money to make possible.Join Dr. Vicki Rackner, a former surgeon...
How Financial Advisors Can Answer "What Do You Do?" Without Sounding Salesy
Many financial advisors close the door to a new relationship within the first minute of a conversation—without even realizing it.It happens when someone asks one of the most ordinary questions imaginable:“What do you do?”Do...
What's Your Trojan Horse?
Click here to read The 9 Money Mistakes Doctors Make.How do you have more conversations with more doctor prospects?Many financial advisors assume the answer is to reach ou...