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

A physician’s generation can offer clues about their financial priorities. But the most useful conversation starts with the individual doctor—and the choices they want their money to make possible. Join Dr. Vicki Rackner, a former surgeon, as she explores how financial advisors can connect with millennial and boomer physicians at different stages of their careers and financial lives. In this episo...

Many financial advisors close the door to a new relationship within the first minute of a conversation—without even realizing it. It happens when someone asks one of the most ordinary questions imaginable: “What do you do?” Do you give your title? List your services? Or launch into an elevator pitch? In this episode, Dr. Vicki Rackner shares a better way to answer—one that helps people understand...

Click here to read The 9 Money Mistakes Doctors Make. How do you have more conversations with more doctor prospects? Many financial advisors assume the answer is to reach out to more doctors—pounding on more doors, harder, louder, and more frequently. But doctors have gatekeepers that rival an NFL offensive line. And doctors themselves carefully decide what deserves their attention—and what gets o...

Please click here to download your special report: The Physician Money Story Conversation Guide Your Client Feels Broke. The Spreadsheet Disagrees. Who's Right? Your physician client earns a high income. Their retirement plan is on track. Their investments are growing. The financial plan says they're doing well. Then they say: "I know what the numbers say. I still don't feel li...

Please click here to download your special report, Questions That Open Great Conversations with Doctors . Sir Isaac Newton and the Secret to Helping Doctors Move Beyond Financial Regret Have you ever had a physician client quietly admit: "I probably shouldn't have bought that investment." "I knew better." "I can't believe I fell for that." In this episode of...

Please click here to download your special report The Financial Advisor’s CEO Decision Filter™: 8 Questions Every Financial Advisor Should Ask Before Following AI's Advice. Artificial intelligence is changing the way financial advisors work—but are you using AI as a tool to improve your thinking, or are you accidentally letting it make decisions for you? In this episode, Dr. Vicki Rackner exp...

Click here to download your complimentary The Heartbeat of Practice Growth. What if practice growth worked like the human heart? In this episode, Dr. Vicki Rackner explains why every interaction with a physician should have two essential components: building trust and creating action. Drawing from her years as a surgeon, she introduces the "Heartbeat of Practice Growth" framework: Lub =...

Click here to download your complimentary Physician Tribe Investigation Kit.  In this episode, Dr. Vicki Rackner explores how financial advisors can avoid one of the most common and costly mistakes in business—choosing a niche based on intuition instead of evidence. Instead of “falling in love” with a physician niche too early, she introduces a more powerful approach: using AI as a strategic thoug...

Click here to learn more about the Complete Doctor Lead Generation System. The pharmaceutical industry spends billions of dollars each year to reach doctors. They invest to understand what works--and what doesn't work.  Here are the lessons you can take away as a financial advisor to connect with more doctors who want and need your help. For more tips and strategies to grow your practice by w...

Want to provide unique value to physician clients and doctors? See how you can offer value once a physicians gets sued.  Click here to learn about the Get More Doctor Clients Intensive June 24 to 26, 2026 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 .  Fol...

Click here to download the special report How to Optimize Your Medical Magnetism An iconic restaurant in Seattle is The Pink Door. It has a great reputation. And it has no sign. The first time I went, I stopped in front of the pink door and wondered.. "Am I in the right place?" When doctors arrive at your website, do they know they're in the right place? For more tips and strategies...

Click here to download the STORM Framework questions. Click here to learn more about the Get More Doctor Clients Program--and the Physician Insider Intensive coming up May 27th to 29th, 2026. As a financial advisor, you will find yourself in situations in which you KNOW you need to take on a difficult conversation. What do you say? How do you do it? In this podcast eps wide you'll learn the S...

Click here to download the “Medical Magnetism” special report : https://www.academyofphysicianengagement.com/medicalmagnetism If you're a financial advisor trying to attract physician clients, you've probably heard the same advice over and over again: doctors make high incomes, they need help with taxes and investing, and they should be ideal prospects. All of that may be true. But it do...

Dr. Google changed medicine forever. AI is about to do the same to financial advice. In this episode of the Engaging Doctors Podcast , Dr. Vicki Rackner—former surgeon and physician-insider—explores what happened when patients suddenly gained access to medical information…and what financial advisors can learn from that moment as AI reshapes their profession. This is not a conversation about tools,...

You can earn a high income, look successful, and still feel anxious about money. In this episode, Dr. Vicki Rackner explores the difference between acting rich and being rich—and why so many high-earning professionals, especially physicians, fall into what she calls the Looking Rich Vortex. This isn’t about deprivation or budgeting. It’s about alignment, satisfaction, and building a life that actu...

Debt doesn’t cause anxiety. Fear does. And unmanaged fear causes physicians to: • Avoid leverage • Delay investing • Overpay debt unnecessarily • Stay stuck in financial adolescence In this episode, Dr. Vicki Rackner explains the nervous-system mechanics behind debt-related anxiety — and why understanding this is critical for financial advisors who serve doctors. Physicians are trained to manage c...

Want to help your doctor clients understand their choices better? Listen to this podcast episode in which Dr. Vicki Rackner explains a simple brain model that replaces judgment and shame with compassion and curiosity.  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...

How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success.  If you want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program.  For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up t...

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...

Are you already using AI in your business? This week's guest, Lisa Larter says, "AI literacy is the most important thing any human being on the planet can learn right now."  Lisa describes how AI can help you transform your business results. Want to increase your own AI literacy? Click here to register for Lisa's Marketing Meets AI Intensive.   It’s a free, 4-hour training on D...

Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed strategies to help doctor clients stay calm, think clearly, and make grounded money choices. Get your free “Script for Success” Scriptbook: A proven guide fo...

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: Visit Engaging Doctors and sign up...

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

Click here to download your Listening Edge Assessment. 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

Brian Edelman FCI Cyber 140 E. Ridgewood Avenue, Suite 415, South Tower Paramus, NJ 07652 973-227-8878 - Office 973-227-8795 – Fax  Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabilities too late, plus the essential st...