Financial Advisors: Protect Doctors from Scams and Fraud

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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: Protect Doctors from Scams and Fraud

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

18 minutes

7 months ago

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...