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

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

Dr. Vicki Rackner

17 episodes

2 weeks ago

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 Faceboo...

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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 Faceboo...

Show more...

Episodes (17/17)

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

The Connection Prescription: Leadership Skills for Financial Advisors

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 Faceboo...

1 month ago

51 minutes

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

How to Speak with Doctors about Burnout

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

1 month ago

27 minutes

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

Why Every Financial Advisor Needs A Medical Dream Team

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. Follo...

3 months ago

10 minutes

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

Financial Advisors Ask, "Should I Attend Medical Meetings?"

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 y...

3 months ago

29 minutes

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

5 Mistakes Financial Advisors Can Avoid

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...

3 months ago

22 minutes

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

Jump on July 1st Marketing Opportunities

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 townThe one phrase that builds instant trustCreative “welcome wagon” ideas doctors loveWhy this moment is a goldmine for financial advisorsClick her...

4 months ago

17 minutes

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

New Book "How Doctors Build TrueWealth" is in Production!!!

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 practi...

4 months ago

27 minutes

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

Helping Clients Manage Money Anxiety

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. Sig...

4 months ago

17 minutes

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

What Financial Advisors Need to Know about Med Mal Lawsuits

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: Prevale...

4 months ago

25 minutes

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

Financial Advisors: Protect Doctors from Scams and Fraud

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...

4 months ago

18 minutes

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

Financial Advisors: Pharma’s Secrets to Winning Doctor Clients

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 gif...

5 months ago

28 minutes

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

The 10 Laws of Physician Engagement

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 fro...

5 months ago

24 minutes

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

Financial Advisors: How to Sell to Doctors

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: Vi...

5 months ago

20 minutes

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

Getting Past the Doctors' Gatekeeper

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. Discov...

5 months ago

9 minutes

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

Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!

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 journe...

6 months ago

22 minutes

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

The Business Argument for Working with Doctor Clients

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 Youtub...

6 months ago

17 minutes

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

The Secret to Success in the Medical Market

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 a...

6 months ago

26 minutes