• 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:

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    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:

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    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:

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    30 min
  • Your Next Doctor Lead is Closer Than You Think
    Nov 14 2025

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    9 min
  • Introverts vs Extroverts: Which Financial Advisors Win More Doctor Clients?
    Nov 7 2025

    Click here to download your Listening Edge Assessment.

    For more tips and strategies to grow your practice by working with more doctor clients:

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    13 min
  • What Every Financial Advisor Needs to Know about Cybersecurity
    Oct 31 2025

    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:

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    54 min
  • Financial Abuse: When Money Become a Weapon Among Partners
    Oct 24 2025

    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:

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    13 min
  • Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
    Oct 1 2025

    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:

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    1 h et 2 min