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

Click here to download the special report. October is Intimate Partner Violence (IPV) Awareness Month. This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients. While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor clients, this one focuses on serving them well — because...

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. For more tips and strategies to grow...

Not every client is the right client—and learning to say “no” can help you create more joy, energy, and satisfaction in your practice. In this episode, Dr. Vicki shares how to spot red flags in prospects and why it’s important to protect your time and energy.   Download your free checklist here: https://docsandmoney.com/red-flag-prospects-home  Watch the full Masterclass here: https://www.academyo...

If you are a financial advisor working with doctor clients, here are conversation starters related to Dr. Vicki's house fire. Click here to download your conversation starters https://docsandmoney.com/10-financial-fire-lessons For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook . ...

For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook .  Follow us on Youtube .  Follow us on Linkedin

Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help financial advisors build trust, simplify complexity, and communicate with greater impact. For more tips and strategies to grow your practice by working with m...

Have you ever wondered how to speak with your doctor prospects and clients about burnout? In this podcast, listen in on Dr. Vicki Rackner's presentation she made for doctors. For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook .  Follow us on Youtube .  Follow us on Linkedin

Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive.  Click here to download the Medical Dream Team checklist.  Click here to learn more about the Cracking the Physician Code course.  For more tips and strategies to grow your practice by work...

Are you a financial advisor who wonders, "Should I invest to attend medical meetings to engage more doctor prospects?" You'll take away: *The business argument for attending medical meetings *The kinds of meeting choices you haves *Ways to optimize the ROI *Questions to answer before paying the sponsorship fee. Click here to download your complimentary "Medical Meeting ROI Calc...

Are you a financial advisors interested in working with more doctor clients? In this episode, you will learn the 5 most common mistakes to avoid. If you're serious about working with more doctor clients, click here to learn more about the Cracking the Physician Code course, delivered LIVE beginning May 20th, 2025.  For more tips and strategies to grow your practice by working with more doctor...

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 Creat...

It's been four years in the making.  Finally, my new book How Doctors Build TrueWealth is in production. It helps physicians make conscious choices about how they earn, spend, invest and protect their money to create the lives they want.  This is a book that financial advisors can give away to attract and engage more doctor clients. In this podcast, learn: 1. What the book is about 2.  Why it...

Do you have clients in the grips of money anxiety--especially in the face of market volatility? Your goal is to help your clients make prudent financial choices. However, please remember that many of your clients respond to financial losses as if they're being chased by the saber-toothed tiger. Their nervous systems are responding as if their life is threatened. Managing money begins with man...

When a doctor faces a malpractice lawsuit, the emotional and financial toll can be overwhelming. As a financial advisor, how can you provide real value and support during this critical time? In this episode, Dr. Vicki Rackner shares her personal experience of being sued and offers key insights into how you can strengthen relationships with your physician clients when they need you the most. Check...

If you are a financial advisor and want to have more conversations with doctors, join the conversations they are already having in their heads. Doctors worry about theft and fraud and scams. In this episode you will learn: 1. Why doctors are targeted by scammers. 2. What some common scams are 3. How you can deliver value as a financial advisor. Click here to listen to an on-demand training about h...

 In this episode of Engaging Doctors , Dr. Vicki Rackner reveals seven powerful marketing lessons financial advisors can learn from the pharmaceutical industry to attract and engage physician clients. Discover how pharma's data-driven strategies—such as strategic gifting, education-based marketing, influencer engagement, and digital transformation—can be ethically applied to build trust and g...

Are you a financial advisor looking to build strong, lasting relationships with physician clients? Understanding how doctors think, make decisions, and manage wealth is key to success in this unique market. In this episode, Dr. Vicki Rackner, a retired surgeon and physician engagement expert, reveals The 10 Laws of Physician Engagement—proven strategies to help financial professionals connect with...

If you're a financial advisor, you market differently to doctors than to business-minded prospects. it's like adjusting your driving habits when you drive in England. In this podcast episode, learn about the "B2D Swap" to conduct business with doctors (b2D) more effectively. Click here to download  The 9 Money Mistakes Doctors Make.   Click here to download The Myth of the Rich...

If you're a financial advisor struggling to get past the gatekeeper and connect with doctors, you're not alone. Many advisors find traditional outreach methods ineffective when dealing with physicians. Why? Because doctors have built-in barriers to protect their time. In this episode of The Engaging Doctors Podcast , Dr. Vicki Rackner, a retired surgeon turned consultant, shares why brea...

Are you a financial advisors interested in accelerating the growth of your practice? In this episode, discover the compelling business arguments for working with doctor clients. You will learn the many opportunities in the medical market, and learn why doctors represent ideal clients for financial advisors. For more tips and strategies to grow your practice by working with more doctor clients: Vis...

If you're a financial advisor struggling to connect with doctor clients, you're not alone. Many advisors try traditional marketing strategies that work with business owners—only to find they fall flat with physicians. Why? Because doctors are wired differently. In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired surgeon turned consultant, reveals the #1 mistake...

Marketing to doctors is like navigating a sailboat to your desired business destination of accelerated growth.  Think of doctors’ innate perspectives and behaviors as the wind. And it blows in a different direction than you’re used to because “Suits”—business minded prospects— behave differently than “white coats” —doctor prospects. Sometimes marketing to doctors feels like sailing into the wind. ...