『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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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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  • The Connection Prescription: Leadership Skills for Financial Advisors
    2025/07/03

    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 Facebook.
    • Follow us on Youtube.
    • Follow us on Linkedin
    続きを読む 一部表示
    51 分
  • How to Speak with Doctors about Burnout
    2025/06/30

    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
    続きを読む 一部表示
    28 分
  • Why Every Financial Advisor Needs A Medical Dream Team
    2025/05/21

    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.
    • Follow us on Facebook.
    • Follow us on Youtube.
    • Follow us on Linkedin
    続きを読む 一部表示
    11 分

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