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
Am I Better Off With You... or Without You?
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Season 1
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Episode 29
Doctors don't usually say this out loud — but they're always asking it:
"Am I better off with you... or without you?"
In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice.
This conversation is about trust, shared decision-making, and professional integrity — not tactics or products.
You'll hear why:
- "Better off" is a felt experience before it's a financial result
- Uncertainty drains people faster than bad news
- Ethical advice sometimes means saying no
This episode is for advisors who want to serve doctors without pressure or persuasion.
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