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

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

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

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.
• 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 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 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 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

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 Calculator" worksheet. https://www.academyofphysicianengagement.com/ROI-worksheet

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