Financial Advisors: Pharma’s Secrets to Winning Doctor Clients

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

Dr. Vicki Rackner

25 episodes

3 days ago

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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Financial Advisors: Pharma’s Secrets to Winning Doctor Clients

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

28 minutes

8 months ago

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...