Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

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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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Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

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

1 hour 2 minutes

1 month ago

Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

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...