Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Claim This Podcastby Dr. Vicki Rackner
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Podcast Overview
<p>Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.</p>
Language
🇺🇲
Publishing Since
2/18/2025
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Recent Episodes
July 22, 2026
Money math and money story
Please click here to download your special report: The Physician Money Story Conversation Guide Your Client Feels Broke. The Spreadsheet Disagrees. Who's Right?Your physician client earns a high income. Their retirement plan is on track. Their investments are growing. The financial plan says they're doing well. Then they say: "I know what the numbers say. I still don't feel like I have enough." Who's right—the spreadsheet or the client? In this episode of Engaging Doctors, Dr. Vicki Rackner e...
July 22, 2026
Sir Isaac Newton and the Secret to Helping Doctors Move Beyond Financial Regret
Please click here to download your special report, Questions That Open Great Conversations with Doctors. Sir Isaac Newton and the Secret to Helping Doctors Move Beyond Financial RegretHave you ever had a physician client quietly admit: "I probably shouldn't have bought that investment." "I knew better." "I can't believe I fell for that." In this episode of the Engaging Doctors Podcast, Dr. Vicki Rackner explores why even the smartest people can make emotional financial decisions—and what this...
July 13, 2026
AI Is Your Thought Partner—Not Your Substitute CEO
Please click here to download your special report The Financial Advisor’s CEO Decision Filter™: 8 Questions Every Financial Advisor Should Ask Before Following AI's Advice. Artificial intelligence is changing the way financial advisors work—but are you using AI as a tool to improve your thinking, or are you accidentally letting it make decisions for you? In this episode, Dr. Vicki Rackner explores the two biggest mistakes advisors make with AI: Refusing to use AI and missing one of the greate...
44 total episodes available
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Frequently asked questions
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- What is Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients?
<p>Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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