Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!

Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

If you're a financial advisor struggling to connect with doctor clients, you're not alone. Many advisors try traditional marketing strategies that work with business owners—only to find they fall flat with physicians. Why? Because doctors are wired differently.
In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired surgeon turned consultant, reveals the #1 mistake financial advisors make when entering the medical market—and how to fix it. She shares her personal journey, lessons from the business world, and a proven strategy to help you bridge the gap between the world of finance and medicine.
🔹 Why traditional sales tactics don’t work with doctors
🔹 The key to building trust and positioning yourself as a "trusted insider"
🔹 How to avoid common missteps that turn doctors away
🔹 A simple mindset shift to attract more physician clients
If you're ready to break through the barriers and grow your financial practice by working with doctors, this episode is for you!
0:00 Challenges Financial Advisors Face in the Medical Market
2:47 Dr. Vicki Rackner's Personal Journey
5:40 Understanding Doctors' Financial Challenges
7:46 The Importance of Understanding Doctors' Needs
10:27 Common Mistakes Financial Advisors Make
19:18 Summary and Next Steps
📚 Books by Dr. Vicki Rackner:
👉 The 9 Money Mistakes Doctors Make
👉 The Myth of the Rich Doctor

For more tips and strategies to grow your practice by working with more doctor clients:

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