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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
  • 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 goes, 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 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
    Voir plus Voir moins
    22 min
  • What Every Advisor Must Know About Doctor Money Triggers
    Dec 5 2025

    Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed strategies to help doctor clients stay calm, think clearly, and make grounded money choices.

    Get your free “Script for Success” Scriptbook: A proven guide for advisors to help clients avoid impulsive financial mistake by clicking here.

    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
    10 min
  • How AI Can Give Financial Advisors Back 500 Hours a Year
    Nov 20 2025

    If you want to work with more doctors, your biggest bottleneck isn’t marketing—it’s time.

    In today’s episode, Dr. Vicki Rackner interviews Arnulf Hsu, CEO of GReminders, to explore how financial advisors are reclaiming 500–600 hours a year with AI-powered meeting automation.

    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
    30 min
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