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

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

By: Dr. Vicki Rackner
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Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.

© 2025 Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients Economics Marketing Marketing & Sales
Episodes
  • Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

    Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
    Oct 1 2025

    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
    Show More Show Less
    1 hr and 2 mins
  • Red Flags in Prospects: Just Say No

    Red Flags in Prospects: Just Say No
    Sep 19 2025

    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.academyofphysicianengagement.com/masterclass-Aug-2025

    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
    Show More Show Less
    8 mins
  • What Smart Doctors Make Not-So-Smart Financial Choices

    What Smart Doctors Make Not-So-Smart Financial Choices
    Sep 15 2025

    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
    Show More Show Less
    13 mins
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