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

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

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

Do you have clients in the grips of money anxiety--especially in the face of market volatility?

Your goal is to help your clients make prudent financial choices.

However, please remember that many of your clients respond to financial losses as if they're being chased by the saber-toothed tiger. Their nervous systems are responding as if their life is threatened.

Managing money begins with managing the body's fight-fight-flee response.

This podcast episode offers tips about how to do this.

Sign up now to receive scripts for success—what to say and do when a client comes to you with money anxiety

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

When a doctor faces a malpractice lawsuit, the emotional and financial toll can be overwhelming. As a financial advisor, how can you provide real value and support during this critical time? In this episode, Dr. Vicki Rackner shares her personal experience of being sued and offers key insights into how you can strengthen relationships with your physician clients when they need you the most.

Check out these must-read resources:

• Discover which doctors are most at risk of lawsuits: NEJM: Prevalence and Characteristics of Physicians Prone to Lawsuits
• Find out if the risk of malpractice lawsuits is increasing: Medscape: Is Your Risk of Being Sued Climbing?
• Learn how to attract and serve more doctor clients in 2025: On-Demand Training

🎧 Tune in now and learn how to be a trusted advisor during one of the toughest moments in a doctor’s career.

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

If you are a financial advisor and want to have more conversations with doctors, join the conversations they are already having in their heads.

Doctors worry about theft and fraud and scams.

In this episode you will learn:

1. Why doctors are targeted by scammers.

2. What some common scams are

3. How you can deliver value as a financial advisor.

Click here to listen to an on-demand training about how to attract, engage and serve more doctor clients in 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

In this episode of Engaging Doctors, Dr. Vicki Rackner reveals seven powerful marketing lessons financial advisors can learn from the pharmaceutical industry to attract and engage physician clients. Discover how pharma's data-driven strategies—such as strategic gifting, education-based marketing, influencer engagement, and digital transformation—can be ethically applied to build trust and grow your physician client base.

Key Takeaways:
✔️ The power of reciprocity and strategic gifting
✔️ How education-based marketing builds credibility (22:1 ROI!)
✔️ Leveraging influencers and physician opinion leaders
✔️ Digital engagement strategies that deliver a 31:1 return
✔️ A 90-day implementation plan for financial advisors

If you're ready to crack the physician code and accelerate your business growth, tune in now!

Clic here to download your copy of the 9 Money Mistakes Doctors Make.

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

Are you a financial advisor looking to build strong, lasting relationships with physician clients? Understanding how doctors think, make decisions, and manage wealth is key to success in this unique market. In this episode, Dr. Vicki Rackner, a retired surgeon and physician engagement expert, reveals The 10 Laws of Physician Engagement—proven strategies to help financial professionals connect with, attract, and serve doctors effectively.

What You’ll Learn:
- How doctors think differently from business-minded clients
- Why emotional connection is crucial in financial advising
- The power of mirror neurons in trust-building
- How to position yourself as a medical insider
- Why repeated exposure is essential for doctor engagement

If you found this valuable, don’t forget to like, comment, and subscribe for more insights on engaging physician clients effectively!

Grab your copy of the 10 Laws here.

Click here to learn more about the Cracking the Physician Code Bootcamp.

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