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

Red Flags in Prospects: Just Say No


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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

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