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.
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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.
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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.
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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.
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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 town
• The one phrase that builds instant trust
• Creative “welcome wagon” ideas doctors love
• Why this moment is a goldmine for financial advisors

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.
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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.
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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