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

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

Click here to download your Listening Edge Assessment.

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

Brian Edelman
FCI Cyber
140 E. Ridgewood Avenue, Suite 415, South Tower
Paramus, NJ 07652
973-227-8878 - Office
973-227-8795 – Fax

Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabilities too late, plus the essential steps you can take right now to avoid their mistakes.

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.
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Click here to download the special report.

October is Intimate Partner Violence (IPV) Awareness Month.

This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients.

While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor clients, this one focuses on serving them well — because the best way to accelerate your growth is by caring deeply for the clients you already have.

Disclaimer: Please note that this information is not intended as a legal or compliance advice; it's for education only.

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

Doctors can be some of the toughest clients to reach—and some of the most valuable. In this episode, Simon Singer, founder of the Center for Tax Strategy and Resources, reveals how financial advisors can build trust with physicians, partner with CPAs, and ethically deliver massive value. If you’re ready to attract more doctor clients, you’ll want to hear this.

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

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

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

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