『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
無料で聴く

このコンテンツについて

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
エピソード
  • 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
  • Financial Advisors Ask, "Should I Attend Medical Meetings?"
    2025/05/14

    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 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
    29 分
  • 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
    続きを読む 一部表示
    22 分

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