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

  • Auteur(s): Dr. Vicki Rackner
  • Podcast

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

Auteur(s): Dr. Vicki Rackner
  • Résumé

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

    © 2025 Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
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Épisodes
  • Getting Past the Doctors' Gatekeeper: A Losing Game
    Feb 28 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
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    10 min
  • The Secret to Success in the Medical Market
    Feb 18 2025

    Marketing to doctors is like navigating a sailboat to your desired business destination of accelerated growth.

    Think of doctors’ innate perspectives and behaviors as the wind. And it blows in a different direction than you’re used to because “Suits”—business minded prospects— behave differently than “white coats” —doctor prospects.

    Sometimes marketing to doctors feels like sailing into the wind. You’d think it would be impossible for you to move forward, but set your sails right and you can sail even faster than the wind. And I’m here to show you how.

    However, today we’re going to talk about the best thing about building business relationship with doctors. This is doctors’ natural propensity to share helpful resources with each other.

    In today’s podcast episode, you will take away four tips to harness the full power of this force to put the wind behind your back. Mastery of these best practices will help you join the high-performing financial advisors in the medical market—and see your practice transformed.


    Click here to read The 9 Money Mistakes Doctors Make.

    Click here to learn more about The Cracking the Physician Code Bootcamp

    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
    Voir plus Voir moins
    27 min
  • Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!
    Feb 18 2025

    If you're a financial advisor struggling to connect with doctor clients, you're not alone. Many advisors try traditional marketing strategies that work with business owners—only to find they fall flat with physicians. Why? Because doctors are wired differently.

    In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired surgeon turned consultant, reveals the #1 mistake financial advisors make when entering the medical market—and how to fix it. She shares her personal journey, lessons from the business world, and a proven strategy to help you bridge the gap between the world of finance and medicine.

    🔹 Why traditional sales tactics don’t work with doctors
    🔹 The key to building trust and positioning yourself as a "trusted insider"
    🔹 How to avoid common missteps that turn doctors away
    🔹 A simple mindset shift to attract more physician clients

    If you're ready to break through the barriers and grow your financial practice by working with doctors, this episode is for you!

    0:00 Challenges Financial Advisors Face in the Medical Market
    2:47 Dr. Vicki Rackner's Personal Journey
    5:40 Understanding Doctors' Financial Challenges
    7:46 The Importance of Understanding Doctors' Needs
    10:27 Common Mistakes Financial Advisors Make
    19:18 Summary and Next Steps

    📚 Books by Dr. Vicki Rackner:
    👉 The 9 Money Mistakes Doctors Make
    👉 The Myth of the Rich Doctor

    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
    Voir plus Voir moins
    23 min

Ce que les auditeurs disent de Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

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