Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
30 episodes
2 days ago
How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success. If you want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program. 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 Link...
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How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success. If you want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program. 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 Link...
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
8 minutes
3 months ago
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...
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success. If you want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program. 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 Link...
