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

Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help financial advisors build trust, simplify complexity, and communicate with greater impact.

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

Have you ever wondered how to speak with your doctor prospects and clients about burnout? In this podcast, listen in on Dr. Vicki Rackner's presentation she made for doctors.

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

Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. 

Click here to download the Medical Dream Team checklist. 

Click here to learn more about the Cracking the Physician Code course. 

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

Are you a financial advisor who wonders, "Should I invest to attend medical meetings to engage more doctor prospects?" You'll take away:
*The business argument for attending medical meetings
*The kinds of meeting choices you haves
*Ways to optimize the ROI
*Questions to answer before paying the sponsorship fee.

Click here to download your complimentary "Medical Meeting ROI Calculator" worksheet. https://www.academyofphysicianengagement.com/ROI-worksheet

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

Are you a financial advisors interested in working with more doctor clients? In this episode, you will learn the 5 most common mistakes to avoid.

If you're serious about working with more doctor clients, click here to learn more about the Cracking the Physician Code course, delivered LIVE beginning May 20th, 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

Did you know that July 1st is like New Year’s Day in medicine? Doctors are coming to your community, and you have a natural opportunity to reach them.

In this week’s episode of the Engaging Doctors Podcast, I share a practical guide to connecting with new doctors without pitching your services.

You’ll learn:

• How to identify doctors moving to your town
• The one phrase that builds instant trust
• Creative “welcome wagon” ideas doctors love
• Why this moment is a goldmine for financial advisors

Click here to learn more about the Cracking the Physician Code course.

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

It's been four years in the making.  Finally, my new book How Doctors Build TrueWealth is in production. It helps physicians make conscious choices about how they earn, spend, invest and protect their money to create the lives they want. 

This is a book that financial advisors can give away to attract and engage more doctor clients. In this podcast, learn:

1. What the book is about

2.  Why it took four years to write and

3.  How you can leverage it to help grow your practice.

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

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.

Sign up now to receive scripts for success—what to say and do when a client comes to you with money anxiety

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

When a doctor faces a malpractice lawsuit, the emotional and financial toll can be overwhelming. As a financial advisor, how can you provide real value and support during this critical time? In this episode, Dr. Vicki Rackner shares her personal experience of being sued and offers key insights into how you can strengthen relationships with your physician clients when they need you the most.

Check out these must-read resources:

• Discover which doctors are most at risk of lawsuits: NEJM: Prevalence and Characteristics of Physicians Prone to Lawsuits
•  Find out if the risk of malpractice lawsuits is increasing: Medscape: Is Your Risk of Being Sued Climbing?
•  Learn how to attract and serve more doctor clients in 2025: On-Demand Training

🎧 Tune in now and learn how to be a trusted advisor during one of the toughest moments in a doctor’s career.

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

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 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