Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

How AI Can Give Financial Advisors Back 500 Hours a Year

Dr. Vicki Rackner Season 1 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: