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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

Por: Dr. Vicki Rackner

Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.

20 episodios disponibles

Latest episodes of the podcast Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

Red Flags in Prospects: Just Say No 19/09/2025

What Smart Doctors Make Not-So-Smart Financial Choices 15/09/2025

Lessons from a House Fire You Can Use When You Engage Doctors 15/09/2025

The Connection Prescription: Leadership Skills for Financial Advisors 03/07/2025

How to Speak with Doctors about Burnout 30/06/2025

Why Every Financial Advisor Needs A Medical Dream Team 21/05/2025

Financial Advisors Ask, "Should I Attend Medical Meetings?" 14/05/2025

5 Mistakes Financial Advisors Can Avoid 02/05/2025

Jump on July 1st Marketing Opportunities 23/04/2025

New Book "How Doctors Build TrueWealth" is in Production!!! 16/04/2025

Helping Clients Manage Money Anxiety 10/04/2025

What Financial Advisors Need to Know about Med Mal Lawsuits 02/04/2025

Financial Advisors: Protect Doctors from Scams and Fraud 26/03/2025

Financial Advisors: Pharma’s Secrets to Winning Doctor Clients 19/03/2025

The 10 Laws of Physician Engagement 13/03/2025

Financial Advisors: How to Sell to Doctors 06/03/2025

Getting Past the Doctors' Gatekeeper 28/02/2025

The Secret to Success in the Medical Market 17/02/2025

Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It! 17/02/2025

The Business Argument for Working with Doctor Clients 17/02/2025