
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
12 episodes
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...
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Season 1
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Episode 12
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17:56

New Book "How Doctors Build TrueWealth" is in Production!!!
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...
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Season 1
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Episode 11
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27:29

Helping Clients Manage Money Anxiety
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...
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Season 1
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Episode 10
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17:10
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What Financial Advisors Need to Know about Med Mal Lawsuits
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...
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Season 1
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Episode 9
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25:14
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Financial Advisors: Protect Doctors from Scams and Fraud
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. ...
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Season 1
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Episode 8
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18:17
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Financial Advisors: Pharma’s Secrets to Winning Doctor Clients
In this episode of Engaging Doctors, Dr. Vicki Rackner reveals seven powerful marketing lessons financial advisors can learn from the pharmaceutical industry to attract and engage physician clients. Discover how pharma's data-dri...
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Season 1
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Episode 7
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28:06
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The 10 Laws of Physician Engagement
Are you a financial advisor looking to build strong, lasting relationships with physician clients? Understanding how doctors think, make decisions, and manage wealth is key to success in this unique market. In this episode, Dr. Vicki Rackner, a...
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24:44

Financial Advisors: How to Sell to Doctors
If you're a financial advisor, you market differently to doctors than to business-minded prospects. it's like adjusting your driving habits when you drive in England.In this podcast episode, learn about the "B2D Swap" to conduct business...
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Season 1
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Episode 5
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20:12

Getting Past the Doctors' Gatekeeper
If you're a financial advisor struggling to get past the gatekeeper and connect with doctors, you're not alone. Many advisors find traditional outreach methods ineffective when dealing with physicians. Why? Because doctors have built-in barrier...
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Season 1
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Episode 4
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9:40

The Secret to Success in the Medical Market
Marketing to doctors is like navigating a sailboat to your desired business destination of accelerated growth. Think of doctors’ innate perspectives and behaviors as the wind. And it blows in a different direction than you’re used t...
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Season 1
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Episode 3
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26:43

Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!
If you're a financial advisor struggling to connect with doctor clients, you're not alone. Many advisors try traditional marketing strategies that work with business owners—only to find they fall flat with physicians. Why? Because doctors are w...
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Season 1
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Episode 2
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22:50

The Business Argument for Working with Doctor Clients
Are you a financial advisors interested in accelerating the growth of your practice? In this episode, discover the compelling business arguments for working with doctor clients. You will learn the many opportunities in the medical market, and l...
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Season 1
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Episode 1
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17:10
