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

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

By Dr. Vicki RacknerBusinessMarketing
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients episodes

  • What Every Advisor Must Know About Doctor Money Triggers

    Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed strategies to help doctor clients stay calm, think clearly, and make grounded money choices.

    Get your free “Script for Success” Scriptbook: A proven guide for advisors to help clients avoid impulsive financial mistake by clicking here.

    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
    10 min
  • How AI Can Give Financial Advisors Back 500 Hours a Year

    If you want to work with more doctors, your biggest bottleneck isn’t marketing—it’s time.

    In today’s episode, Dr. Vicki Rackner interviews Arnulf Hsu, CEO of GReminders, to explore how financial advisors are reclaiming 500–600 hours a year with AI-powered meeting automation.

    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
    31 min
  • What Every Financial Advisor Needs to Know about Cybersecurity

    Brian Edelman
    FCI Cyber
    140 E. Ridgewood Avenue, Suite 415, South Tower
    Paramus, NJ 07652
    973-227-8878 - Office
    973-227-8795 – Fax 

    Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabilities too late, plus the essential steps you can take right now to avoid their mistakes.

    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
    54 min
  • Financial Abuse: When Money Become a Weapon Among Partners

    Click here to download the special report.

    October is Intimate Partner Violence (IPV) Awareness Month.

    This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients.

    While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor clients, this one focuses on serving them well — because the best way to accelerate your growth is by caring deeply for the clients you already have.

    Disclaimer: Please note that this information is not intended as a legal or compliance advice; it's for education only.

    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
    13 min
  • 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 weekly tips.
    • Follow us on Facebook. 
    • Follow us on Youtube. 
    • Follow us on Linkedin
    1 hr 3 min
  • 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 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
    9 min
  • Lessons from a House Fire You Can Use When You Engage Doctors

    If you are a financial advisor working with doctor clients, here are conversation starters related to Dr. Vicki's house fire. Click here to download your conversation starters https://docsandmoney.com/10-financial-fire-lessons

    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
    33 min

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

From the publisher's feed

Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.