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

Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.

Podcasting since 2025 • 44 episodes

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

Latest Episodes

Money math and money story

Please click here to download your special report: The Physician Money Story Conversation GuideYour Client Feels Broke. The Spreadsheet Disagrees. Who's Right?<...

July 22, 2026 • 19:33

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...

July 22, 2026 • Season 1 • Episode 43 • 5:25

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...

July 12, 2026 • Season 1 • Episode 42 • 13:53

Before You Fall in Love with a Niche, Run the Numbers

Click here to download your complimentary Physician Tribe Investigation Kit. In this episode, Dr. Vicki Rackner explores how financial advisors can a...

July 02, 2026 • Season 1 • Episode 41 • 20:39

Heartbeat of a Healthy Doctor Encounter

Click here to download your complimentary The Heartbeat of Practice Growth.What if practice growth worked like the human heart?

July 02, 2026 • Season 1 • Episode 40 • 10:03

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