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.
Episodes
36 episodes
The Score Framework for Navigating Uncomfortable Conversations with Doctor Clients
Click here to download the STORM Framework questions.Click here to learn more about t...
Lies about Attracting Doctor Clients
Click here to download the “Medical Magnetism” special report: https://www.academyofphysicianengagement.com/medicalmagnetismIf you're a financ...
Dr. Google and AI: A Brief History Lesson to Help Financial Advisors Navigate the AI Era
Dr. Google changed medicine forever.AI is about to do the same to financial advice.In this episode of the Engaging Doctors Podcast, Dr. Vicki Rackner—former surgeon and physician-insider—explores what happened when pa...
Debt Anxiety Can Cost Doctors Millions ( And Here's Why)
Debt doesn’t cause anxiety. Fear does.And unmanaged fear causes physicians to:• Avoid leverage• Delay investing• Overpay debt unnecessarily• Stay stuck in financial adolescenceIn this episode, Dr. Vicki Rackner e...
Looking Rich vs Being Rich: Why High Earners Still Feel Financial Pressure
You can earn a high income, look successful, and still feel anxious about money.In this episode, Dr. Vicki Rackner explores the difference between acting rich and being rich—and why so many high-earning professionals, especially physici...
Your Brain on Money
Want to help your doctor clients understand their choices better? Listen to this podcast episode in which Dr. Vicki Rackner explains a simple brain model that replaces judgment and shame with compassion and curiosity.
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
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...
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...
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...
How AI Can Give Financial Advisors Back 500 Hours a Year
If you want to work with more doctors, your biggest bottleneck isn’t marketing—it’s time.In today’s episode, Dr. Vicki Rackner interviews Arnulf Hsu, CEO of GReminders, to explore how financial ...
Introverts vs Extroverts: Which Financial Advisors Win More Doctor Clients?
Click here to download your Listening Edge Assessment.
What Every Financial Advisor Needs to Know about Cybersecurity
Brian EdelmanFCI Cyber140 E. Ridgewood Avenue, Suite 415, South TowerParamus, NJ 07652973-227-8878 - Office973-227-8795 – Fax Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Do...
Financial Abuse: When Money Become a Weapon Among Partners
Click here to download the special report.October is Intimate Partner Violence (IPV) Awareness Month.This episode ...
Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
Doctors can be some of the toughest clients to reach—and some of the most valuable. In this episode, Simon Singer, founder of the Center for Tax Strategy and Resources, reveals how financial advisors can build trust with physicians, partner wit...
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...
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:/...
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...
How to Speak with Doctors about Burnout
Have you ever wondered how to speak with your doctor prospects and clients about burnout? In this podcast, listen in on Dr. Vicki Rackner's presentation she made for doctors.
Why Every Financial Advisor Needs A Medical Dream Team
Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. Click
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Financial Advisors Ask, "Should I Attend Medical Meetings?"
Are you a financial advisor who wonders, "Should I invest to attend medical meetings to engage more doctor prospects?" You'll take away:*The business argument for attending medical meetings*The kinds of meeting choices you haves*Way...
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5 Mistakes Financial Advisors Can Avoid
Are you a financial advisors interested in working with more doctor clients? In this episode, you will learn the 5 most common mistakes to avoid.If you're serious about working with more doctor clients, click
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Jump on July 1st Marketing Opportunities
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...
