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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
29 episodes
2 weeks ago
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 resultUncertainty drains people faster than bad newsEthica...
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All content for Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients is the property of Dr. Vicki Rackner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 resultUncertainty drains people faster than bad newsEthica...
Show more...
Marketing
Business
Episodes (20/29)
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
AI for Financial Advisors: How to Attract More Doctor Clients in 2026
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-- fi...
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1 week ago
22 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
What Every Advisor Must Know About Doctor Money Triggers
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 ...
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1 week ago
9 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
How AI Can Give Financial Advisors Back 500 Hours a Year
If you want to work with more doctors, your biggest bottleneck isn’t marketing—it’s time. In today’s episode, Dr. Vicki Rackner interviews Arnulf Hsu, CEO of GReminders, to explore how financial advisors are reclaiming 500–600 hours a year with AI-powered meeting automation. 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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3 weeks ago
30 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Your Next Doctor Lead is Closer Than You Think
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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1 month ago
8 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Introverts vs Extroverts: Which Financial Advisors Win More Doctor Clients?
Click here to download your Listening Edge Assessment. 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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1 month ago
12 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
What Every Financial Advisor Needs to Know about Cybersecurity
Brian Edelman FCI Cyber 140 E. Ridgewood Avenue, Suite 415, South Tower Paramus, NJ 07652 973-227-8878 - Office 973-227-8795 – Fax Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabilities too late, plus the essential steps you can take right now to avoid their mistakes. For more tips and strategies to grow your practice by w...
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1 month ago
53 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Financial Abuse: When Money Become a Weapon Among Partners
Click here to download the special report. October is Intimate Partner Violence (IPV) Awareness Month. This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients. While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor clients, this one focuses on serving them well — because the best way to accelerate your growth is by caring deeply for the clients you already have. Dis...
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1 month ago
12 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
Doctors can be some of the toughest clients to reach—and some of the most valuable. In this episode, Simon Singer, founder of the Center for Tax Strategy and Resources, reveals how financial advisors can build trust with physicians, partner with CPAs, and ethically deliver massive value. If you’re ready to attract more doctor clients, you’ll want to hear this. For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get we...
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2 months ago
1 hour 2 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Red Flags in Prospects: Just Say No
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...
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2 months ago
8 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Lessons from a House Fire You Can Use When You Engage Doctors
If you are a financial advisor working with doctor clients, here are conversation starters related to Dr. Vicki's house fire. Click here to download your conversation starters https://docsandmoney.com/10-financial-fire-lessons 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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3 months ago
32 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
What Smart Doctors Make Not-So-Smart Financial Choices
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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3 months ago
13 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
The Connection Prescription: Leadership Skills for Financial Advisors
Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help financial advisors build trust, simplify complexity, and communicate with greater impact. 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 Faceboo...
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5 months ago
51 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
How to Speak with Doctors about Burnout
Have you ever wondered how to speak with your doctor prospects and clients about burnout? In this podcast, listen in on Dr. Vicki Rackner's presentation she made for doctors. 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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5 months ago
27 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Why Every Financial Advisor Needs A Medical Dream Team
Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. Click here to download the Medical Dream Team checklist. Click here to learn more about the Cracking the Physician Code course. 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. Follo...
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6 months ago
10 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Financial Advisors Ask, "Should I Attend Medical Meetings?"
Are you a financial advisor who wonders, "Should I invest to attend medical meetings to engage more doctor prospects?" You'll take away: *The business argument for attending medical meetings *The kinds of meeting choices you haves *Ways to optimize the ROI *Questions to answer before paying the sponsorship fee. Click here to download your complimentary "Medical Meeting ROI Calculator" worksheet. https://www.academyofphysicianengagement.com/ROI-worksheet For more tips and strategies to grow y...
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7 months ago
29 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
5 Mistakes Financial Advisors Can Avoid
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...
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7 months ago
22 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Jump on July 1st Marketing Opportunities
Did you know that July 1st is like New Year’s Day in medicine? Doctors are coming to your community, and you have a natural opportunity to reach them. In this week’s episode of the Engaging Doctors Podcast, I share a practical guide to connecting with new doctors without pitching your services. You’ll learn: How to identify doctors moving to your townThe one phrase that builds instant trustCreative “welcome wagon” ideas doctors loveWhy this moment is a goldmine for financial advisorsClick her...
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7 months ago
17 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
New Book "How Doctors Build TrueWealth" is in Production!!!
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 practi...
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8 months ago
27 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Helping Clients Manage Money Anxiety
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. Sig...
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8 months ago
17 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
What Financial Advisors Need to Know about Med Mal Lawsuits
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: Prevale...
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8 months ago
25 minutes

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
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 resultUncertainty drains people faster than bad newsEthica...