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
Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
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Dr. Vicki Rackner
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Season 1
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Episode 20
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 with CPAs, and ethically deliver massive value. If you’re ready to attract more doctor clients, you’ll want to hear this.
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