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 guide to connecting with new doctors without pitching your services.

You’ll learn:

• How to identify doctors moving to your town
• The one phrase that builds instant trust
• Creative “welcome wagon” ideas doctors love
• Why this moment is a goldmine for financial advisors

Click here to learn more about the Cracking the Physician Code course.

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Transcript

If you are a financial advisor who wants to work with more Doctor clients, today I've got a high ROI marketing campaign for you. It's called Jump on July 1, and in this episode, I'm going to share all of the details.

Welcome to The Engaging Doctors Podcast

If you are a financial advisor who wants to accelerate your business growth by attracting, engaging, and serving more Doctor clients, you are in the right place. I'm Dr. Vicki Rackner, your host. I'm a retired surgeon who has spent the past 15 years helping financial advisors crack the physician code and reach the doctors who want and need their help.

Setting the Stage

Before I go into the marketing campaign, I just want to set the stage here. You know that there is a lot of financial uncertainty out there. Doctors are very worried about the things that all of your clients are worried about—the turbulence, the tariffs, the taxes, the market tumbles. Many of them simply do not know what to do. They are looking for leadership. They are looking for the answers to their questions that you have.

So how can we help get you in front of those doctors who want and need the services that you are offering?

Introducing the July 1 Campaign

This is where the July 1 campaign comes in. So July 1 is not just any day in the medical calendar—it's a red-letter day, and that is because July 1 is the first day of medical school.

So before we go any further, let me just take you through the sequence that a doctor goes through. All right?

• First, they get an undergraduate degree—they're about 21.
• Then they go through four years of medical school—they're now up to 25.
• Then they apply for their residency program. What kind of doctor do you want to be? A dermatologist? A pediatrician? A cardiothoracic surgeon?

They apply to residency programs. And then, at the end of May, there is Match Day—this big event in the medical community where every medical student finds out where they will go for residency. So in about a month and a half, doctors are going to find out whether they are coming to your town to spend the next three to five years in residency training.

The Doctor’s Journey and Financial Shift

Now, once they have completed this residency, they are board-eligible. They can go out and set up a practice. They become board-certified by passing a certification exam. However, many physicians are choosing to go on to fellowship training, and that can be an extra, oh, three to five years.

So finally, after all of this training, doctors are usually in their 30s, and they finally move into their true income potential with their first position as an attending.

Here's the important part: when they make this jump, their salary often triples or quadruples, so they go into an entirely new financial set of opportunities and challenges.

Why July 1 Matters

Most doctors sign annual contracts. So when they get out of their fellowship, they sign a contract to start July 1. And because contracts are annual, what that means is, if they make a mid-career shift, it often occurs around July 1 also.

So July 1 is kind of like a game of musical chairs in which the music comes to an end. There's this scurrying about. And you know that when people face new beginnings, they often address questions like:

• What are my goals?
• What am I going to do financially?

You know that New Year’s, birthdays, and anniversaries are great times to build relationships with prospects. That is why July 1 is such a great opportunity.

There are:

• New doctors coming to your town.
• New residents.
• New attendings just launching into their career.
• People making mid-career shifts to assume leadership positions.
• Doctors taking a refreshed look at their financial plan.

Lots of opportunities for you.

How to Get Prepared

For these doctors who are coming into town, I invite you to take some steps you can do any time of year, but especially right now as you're getting ready for July 1.

1. Build a Dream Team

Wealth building is a team sport, and you are the quarterback. What other professionals does a doctor need?

• A CPA.
• Someone for estate planning.
• Providers of specialty insurance policies like cyber insurance and E&O policies.

You might want to have relationships with doctor-friendly people who you can bring into the team.

Doctors have other needs, too:

• A secure home.
• An alarm system.
• A dog walker.
• Someone to do the gardening.

You already know people who offer these services. So next time you're at the barber, nail salon, or auto shop, you could say:

“You might not know this about me, but I help doctors in our community create financial freedom. Would you like to work with more Doctor customers or clients? I've got an idea for you—there’s a whole bunch of new doctors coming to town July 1…”

Offer a special promotion for doctors as a way of making an introduction or saying thank you.

2. Why This Is a Win-Win-Win

Win #1: Everyone wants to grow their business, especially during financially uncertain times.

Win #2: Service providers probably already have Doctor clients. If they understand the challenges doctors face (burnout, retirement fears), they may refer you naturally in conversation.

Win #3: It helps the doctor, too! Reliable service recommendations are valuable. You can even offer QR codes for coupons on your website and promote them on LinkedIn or Facebook.

3. Find Out Which Doctors Are Coming

• Many hospitals and clinics announce new hires on their websites or social media.
• Set up a Google Alert for hospitals and clinics in your area.
• Speak with existing Doctor prospects and clients:

• “Do you know of any new doctors joining your practice? I’ve got a special offer for them—and for you too.”

4. Build Relationships with Medical Recruiters

Medical recruiters are hired to find doctor candidates. Hospitals often have a realtor who gives incoming doctors a tour—these realtors have lists of doctors. See if you can make that connection.

Now What?

Let’s say you’ve:

• Created your coupons.
• Identified the incoming doctors.

What do you do next?

There is one time in a doctor’s career when they actually have time to meet with you—when they are new in town. Even an employed physician will spend a couple of months building up a referral network.

So you can call them and say:

“Doctor, I want to welcome you into town. Can I take you out for coffee or breakfast or lunch and learn more about you and your practice? I talk with people every day, and if I have a sense of who your best patient is, I might be able to make a referral.”

The Power of Relationship Building

During that meeting, don’t pitch anything. Just express genuine interest in the doctor.

Then, the Law of Reciprocity kicks in. They’ll say:

“Tell me about what you do.”

That’s your cue to share your signature story—why you do what you do and how you help doctors. Then they’ll ask:

“Can you help me?”

Graciously thank them and say:

“I’d love to sit down and have a more thorough conversation. Let’s look at our calendars to schedule a proper time.”

Then send a handwritten thank you note and a gift, like one of my books:

• The Nine Money Mistakes That Doctors Make
• The Myth of the Rich Doctor
• The New How Doctors Build True Wealth

Say:

“This is a resource written by a physician for physicians. If there are other ways I might support you, please let me know.”

Doctors Talk

If you do a great job for one doctor, they will tell others in the surgeon’s lounge or the doctor’s dining room. You can leverage their influence—when they find something great, they share it.

Final Thoughts

Please let me know what happens when you put these ideas into action—I’m excited to hear about your wins.

Thank you so much for your time and attention.

This is a time doctors are looking for financial leadership. They are looking for someone just like you.

My Commitment: Help 10,000 Doctors Thrive in 2025

I know that when you help doctors build their net worth year after year, it transforms their lives.

I don’t offer investment advice. What I do is help doctors improve their relationship with money. And part of my mission is empowering you to reach more doctors.

If you’re serious about this, check out my signature training:

Cracking the Physician Code Course

This is your medical marketing school—your fast track to building a physician-friendly practice. I refine it each year based on advisor feedback.

Thank you for your time and attention. Thank you for your commitment to serving doctors.

I’ll see you in the next training episode. Until then—

Keep showing up.
 Keep standing out.
 Keep serving well.

See you in the next episode.