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

Lessons from a House Fire You Can Use When You Engage Doctors


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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

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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor ClientsBy Dr. Vicki Rackner