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
How AI Can Give Financial Advisors Back 500 Hours a Year
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Dr. Vicki Rackner
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Season 1
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Episode 25
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 advisors are reclaiming 500–600 hours a year with AI-powered meeting automation.
For more tips and strategies to grow your practice by working with more doctor clients:
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