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

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

Auteur(s): Dr. Vicki Rackner
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À propos de cet audio

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 Marketing Marketing et ventes Réussite personnelle Économie
Épisodes
  • The Connection Prescription: Leadership Skills for Financial Advisors

    The Connection Prescription: Leadership Skills for Financial Advisors
    Jul 3 2025

    Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help financial advisors build trust, simplify complexity, and communicate with greater impact.

    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
    51 min
  • Why Every Financial Advisor Needs A Medical Dream Team

    Why Every Financial Advisor Needs A Medical Dream Team
    May 21 2025

    Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive.

    Click here to download the Medical Dream Team checklist.

    Click here to learn more about the Cracking the Physician Code course.

    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
    11 min

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