ABOUT THIS PODCAST 🔗
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
Hosts:
Update frequency:
biweekly
Average audio length:
22 minutes
English
United States
47 episodes
since Feb. 18, 2025
episodic
LATEST EPISODE 🔗
A physician’s generation can offer clues about their financial priorities. But the most useful conversation starts with the individual doctor—and the choices they want their money to make possible.
Join Dr. Vicki Rackner, a former surgeon, as she explores how financial advisors can connect with mil…
SEARCH PAST EPISODES
Search past episodes of Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients.
PREVIOUS EPISODES 🔗
Many financial advisors close the door to a new relationship within the first minute of a conversation—without even realizing it.
It happens when someone asks one of the most ordinary questions imaginable:
“What do you do?”
Do you give your title? List your services? Or launch into an elevator pitc…
Click here to read The 9 Money Mistakes Doctors Make.
How do you have more conversations with more doctor prospects?
Many financial advisors assume the answer is to reach out to more doctors—pounding on more doors, harder, louder, and more frequently.
But doctors have gatekeepers that rival an NFL …
Please click here to download your special report: The Physician Money Story Conversation Guide
Your Client Feels Broke. The Spreadsheet Disagrees. Who's Right?
Your physician client earns a high income. Their retirement plan is on track. Their investments are growing. The financial plan says …
Please click here to download your special report, Questions That Open Great Conversations with Doctors.
Sir Isaac Newton and the Secret to Helping Doctors Move Beyond Financial Regret
Have you ever had a physician client quietly admit:
"I probably shouldn't have bought that investment.&q…
Please click here to download your special report The Financial Advisor’s CEO Decision Filter™: 8 Questions Every Financial Advisor Should Ask Before Following AI's Advice.
Artificial intelligence is changing the way financial advisors work—but are you using AI as a tool to improve your thinki…
Click here to download your complimentary The Heartbeat of Practice Growth.
What if practice growth worked like the human heart?
In this episode, Dr. Vicki Rackner explains why every interaction with a physician should have two essential components: building trust and creating action.
Drawing from …
Click here to download your complimentary Physician Tribe Investigation Kit.
In this episode, Dr. Vicki Rackner explores how financial advisors can avoid one of the most common and costly mistakes in business—choosing a niche based on intuition instead of evidence.
Instead of “falling in love” wit…
Click here to learn more about the Complete Doctor Lead Generation System.
The pharmaceutical industry spends billions of dollars each year to reach doctors. They invest to understand what works--and what doesn't work.
Here are the lessons you can take away as a financial advisor to connect w…
Want to provide unique value to physician clients and doctors? See how you can offer value once a physicians gets sued.
Click here to learn about the Get More Doctor Clients Intensive June 24 to 26, 2026
For more tips and strategies to grow your practice by working with more doctor clients:
Visit…
Disclaimer: The podcast and artwork embedded on this page are from Dr. Vicki Rackner, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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