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

  • 著者： Dr. Vicki Rackner
  • ポッドキャスト

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

著者： Dr. Vicki Rackner
無料で聴く

  • サマリー

  • 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
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あらすじ・解説

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
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エピソード
  • 5 Mistakes Financial Advisors Can Avoid

    5 Mistakes Financial Advisors Can Avoid
    2025/05/03

    Are you a financial advisors interested in working with more doctor clients? In this episode, you will learn the 5 most common mistakes to avoid.

    If you're serious about working with more doctor clients, click here to learn more about the Cracking the Physician Code course, delivered LIVE beginning May 20th, 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
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    22 分
  • Jump on July 1st Marketing Opportunities

    Jump on July 1st Marketing Opportunities
    2025/04/23

    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
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    18 分
  • New Book "How Doctors Build TrueWealth" is in Production!!!

    New Book "How Doctors Build TrueWealth" is in Production!!!
    2025/04/16

    It's been four years in the making. Finally, my new book How Doctors Build TrueWealth is in production. It helps physicians make conscious choices about how they earn, spend, invest and protect their money to create the lives they want.

    This is a book that financial advisors can give away to attract and engage more doctor clients. In this podcast, learn:

    1. What the book is about

    2. Why it took four years to write and

    3. How you can leverage it to help grow your practice.

    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
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    27 分

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