Helping Clients Manage Money Anxiety

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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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Helping Clients Manage Money Anxiety

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

17 minutes

7 months ago

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...