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

Click here to download your Listening Edge Assessment. 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

Brian Edelman FCI Cyber 140 E. Ridgewood Avenue, Suite 415, South Tower Paramus, NJ 07652 973-227-8878 - Office 973-227-8795 – Fax Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabilities too late, plus the essential steps you can take right now to avoid their mistakes. For more tips and strategies to grow your practice by w...

Click here to download the special report. October is Intimate Partner Violence (IPV) Awareness Month. This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients. While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor clients, this one focuses on serving them well — because the best way to accelerate your growth is by caring deeply for the clients you already have. Dis...

Doctors can be some of the toughest clients to reach—and some of the most valuable. In this episode, Simon Singer, founder of the Center for Tax Strategy and Resources, reveals how financial advisors can build trust with physicians, partner with CPAs, and ethically deliver massive value. If you’re ready to attract more doctor clients, you’ll want to hear this. For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get we...

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...

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

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 Faceboo...

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. Follo...

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...

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...

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...

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...

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...

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...

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...

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...

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...