『Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients』のカバーアート

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

著者： Dr. Vicki Rackner
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このコンテンツについて

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 マーケティング マーケティング・セールス 経済学
エピソード
  • Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

    Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
    2025/10/01

    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
    続きを読む 一部表示
    1 時間 2 分
  • Red Flags in Prospects: Just Say No

    Red Flags in Prospects: Just Say No
    2025/09/19

    Not every client is the right client—and learning to say “no” can help you create more joy, energy, and satisfaction in your practice. In this episode, Dr. Vicki shares how to spot red flags in prospects and why it’s important to protect your time and energy.

    Download your free checklist here: https://docsandmoney.com/red-flag-prospects-home

    Watch the full Masterclass here: https://www.academyofphysicianengagement.com/masterclass-Aug-2025

    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
    続きを読む 一部表示
    8 分
  • What Smart Doctors Make Not-So-Smart Financial Choices

    What Smart Doctors Make Not-So-Smart Financial Choices
    2025/09/15

    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
    続きを読む 一部表示
    13 分
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