Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients Podcast Por Dr. Vicki Rackner arte de portada

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

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

De: Dr. Vicki Rackner
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Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.

© 2026 Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Economía Marketing Marketing y Ventas
Episodios
  • How to Get More of What You Want in 2026
    Jan 5 2026

    How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success.

    If you want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program.


    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
    Más Menos
    1 h
  • Am I Better Off With You... or Without You?
    Dec 17 2025

    Doctors don't usually say this out loud — but they're always asking it:

    "Am I better off with you... or without you?"

    In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice.

    This conversation is about trust, shared decision-making, and professional integrity — not tactics or products.

    You'll hear why:

    • "Better off" is a felt experience before it's a financial result
    • Uncertainty drains people faster than bad news
    • Ethical advice sometimes means saying no

    This episode is for advisors who want to serve doctors without pressure or persuasion.

    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
    Más Menos
    15 m
  • AI for Financial Advisors: How to Attract More Doctor Clients in 2026
    Dec 5 2025

    Are you already using AI in your business? This week's guest, Lisa Larter says, "AI literacy is the most important thing any human being on the planet can learn right now." Lisa describes how AI can help you transform your business results.

    Want to increase your own AI literacy? Click here to register for Lisa's Marketing Meets AI Intensive. It’s a free, 4-hour training on December 18th from 10 a.m. to 2 p.m. EST designed to help business owners--including financial advisors-- finally understand how to use AI in their marketing.

    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
    Más Menos
    22 m
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