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:

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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.
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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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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

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.
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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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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