
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 • 21 episodes
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Latest Episodes
Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
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Season 1
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Episode 20
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1:02:28

Red Flags in Prospects: Just Say No
Not every client is the right client—and learning to say “no” can help you create more joy, energy, and satisfaction in your practice. In this episode, Dr. Vicki shares how to spot red flags in prospects and why it’s important to protect your t...
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Season 1
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Episode 19
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8:19

Lessons from a House Fire You Can Use When You Engage Doctors
If you are a financial advisor working with doctor clients, here are conversation starters related to Dr. Vicki's house fire. Click here to download your conversation starters https:/...
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Season 1
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Episode 18
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32:11

The Connection Prescription: Leadership Skills for Financial Advisors
Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help fi...
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Season 1
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Episode 17
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51:05
