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.
• Follow us on Facebook.
• Follow us on Youtube.
• Follow us on Linkedin

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