Red Flags in Prospects: Just Say No

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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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Red Flags in Prospects: Just Say No

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

8 minutes

1 month ago

Red Flags in Prospects: Just Say No

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...