Engaging Doctors: The Podcast For Financial Advisors Who Work With Doctor Clients podcast

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

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The Connection Prescription: Leadership Skills for Financial Advisors 51:05

6 weeks yang lalu51:05

51:05

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…

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

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How to Speak with Doctors about Burnout 27:52

6 weeks yang lalu27:52

27:52

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…

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

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Why Every Financial Advisor Needs A Medical Dream Team 10:47

12 weeks yang lalu10:47

10:47

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…

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

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Financial Advisors Ask, "Should I Attend Medical Meetings?" 29:07

13 weeks yang lalu29:07

29:07

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…

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

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5 Mistakes Financial Advisors Can Avoid 22:20

15 weeks yang lalu22:20

22:20

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 clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook . Follow us on Youtube . Follow us on Linkedin…

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

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Jump on July 1st Marketing Opportunities 17:56

16 weeks yang lalu17:56

17:56

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 Creative “welcome wagon” ideas doctors love Why this moment is a goldmine for financial advisors 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…

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

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New Book "How Doctors Build TrueWealth" is in Production!!! 27:29

17 weeks yang lalu27:29

27:29

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 took four years to write and 3. How you can leverage it to help grow your practice. 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…

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

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Helping Clients Manage Money Anxiety 17:10

18 weeks yang lalu17:10

17:10

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 managing the body's fight-fight-flee response. This podcast episode offers tips about how to do this. Sign up now to receive scripts for success —what to say and do when a client comes to you with money anxiety 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…

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

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What Financial Advisors Need to Know about Med Mal Lawsuits 25:14

19 weeks yang lalu25:14

25:14

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 out these must-read resources: Discover which doctors are most at risk of lawsuits: NEJM: Prevalence and Characteristics of Physicians Prone to Lawsuits Find out if the risk of malpractice lawsuits is increasing: Medscape: Is Your Risk of Being Sued Climbing? Learn how to attract and serve more doctor clients in 2025: On-Demand Training 🎧 Tune in now and learn how to be a trusted advisor during one of the toughest moments in a doctor’s career. 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…

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

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Financial Advisors: Protect Doctors from Scams and Fraud 18:17

20 weeks yang lalu18:17

18:17

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 how to attract, engage and serve more doctor clients in 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…

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

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Financial Advisors: Pharma’s Secrets to Winning Doctor Clients 28:06

21 weeks yang lalu28:06

28:06

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 grow your physician client base. Key Takeaways: ✔️ The power of reciprocity and strategic gifting ✔️ How education-based marketing builds credibility (22:1 ROI!) ✔️ Leveraging influencers and physician opinion leaders ✔️ Digital engagement strategies that deliver a 31:1 return ✔️ A 90-day implementation plan for financial advisors If you're ready to crack the physician code and accelerate your business growth, tune in now! Clic here to download your copy of the 9 Money Mistakes Doctors Make. 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…

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

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The 10 Laws of Physician Engagement 24:44

22 weeks yang lalu24:44

24:44

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, attract, and serve doctors effectively. What You’ll Learn: - How doctors think differently from business-minded clients - Why emotional connection is crucial in financial advising - The power of mirror neurons in trust-building - How to position yourself as a medical insider - Why repeated exposure is essential for doctor engagement If you found this valuable, don’t forget to like, comment, and subscribe for more insights on engaging physician clients effectively! Grab your copy of the 10 Laws here . Click here to learn more about the Cracking the Physician Code Bootcamp. 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…

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

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Financial Advisors: How to Sell to Doctors 20:12

23 weeks yang lalu20:12

20:12

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 Doctor. 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…

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

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Getting Past the Doctors' Gatekeeper 9:40

24 weeks yang lalu9:40

9:40

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 breaking through the front door is a low-ROI effort—and how to get invited through the back door instead. Discover a powerful strategy that helped one advisor achieve an 82% conversion rate when booking meetings with doctors. 🔹 Why gatekeepers are so effective—and how to work around them 🔹 The secret to making doctors want to meet with you 🔹 A proven campaign that delivers real results 🔹 How to create a personal connection and build trust If you're ready to stop chasing doctors and start attracting them, this episode is for you! Timestamps: 0:00 – Introduction: Why getting past the gatekeeper is so hard 1:36 – The role of gatekeepers and why they’re so effective 3:13 – Why traditional cold outreach is a low-ROI strategy 4:50 – The “back door” approach to meeting doctors 6:27 – How Jim achieved an 82% conversion rate with strategic gifting 8:04 – Final takeaways and next steps 📚 Books by Dr. Vicki Rackner: 👉 The 9 Money Mistakes Doctors Make 👉 The Myth of the Rich Doctor 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…

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

1
The Business Argument for Working with Doctor Clients 17:10

25 weeks yang lalu17:10

17:10

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: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook . Follow us on Youtube . Follow us on Linkedin…

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

1
Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It! 22:50

25 weeks yang lalu22:50

22:50

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 financial advisors make when entering the medical market—and how to fix it. She shares her personal journey, lessons from the business world, and a proven strategy to help you bridge the gap between the world of finance and medicine. 🔹 Why traditional sales tactics don’t work with doctors 🔹 The key to building trust and positioning yourself as a "trusted insider" 🔹 How to avoid common missteps that turn doctors away 🔹 A simple mindset shift to attract more physician clients If you're ready to break through the barriers and grow your financial practice by working with doctors, this episode is for you! 0:00 Challenges Financial Advisors Face in the Medical Market 2:47 Dr. Vicki Rackner's Personal Journey 5:40 Understanding Doctors' Financial Challenges 7:46 The Importance of Understanding Doctors' Needs 10:27 Common Mistakes Financial Advisors Make 19:18 Summary and Next Steps 📚 Books by Dr. Vicki Rackner: 👉 The 9 Money Mistakes Doctors Make 👉 The Myth of the Rich Doctor 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…

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

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The Secret to Success in the Medical Market 26:43

25 weeks yang lalu26:43

26:43

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. You’d think it would be impossible for you to move forward, but set your sails right and you can sail even faster than the wind. And I’m here to show you how. However, today we’re going to talk about the best thing about building business relationship with doctors. This is doctors’ natural propensity to share helpful resources with each other. In today’s podcast episode, you will take away four tips to harness the full power of this force to put the wind behind your back. Mastery of these best practices will help you join the high-performing financial advisors in the medical market—and see your practice transformed. Click here to read The 9 Money Mistakes Doctors Make. Click here to learn more about The Cracking the Physician Code Bootcamp 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…

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