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

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

  1. DEC 17

    Am I Better Off With You... or Without You?

    Doctors don't usually say this out loud — but they're always asking it: "Am I better off with you... or without you?" In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice. This conversation is about trust, shared decision-making, and professional integrity — not tactics or products. You'll hear why: "Better off" is a felt experience before it's a financial resultUncertainty drains people faster than bad newsEthical advice sometimes means saying noThis episode is for advisors who want to serve doctors without pressure or persuasion. 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

    15 min

  2. DEC 5

    AI for Financial Advisors: How to Attract More Doctor Clients in 2026

    Are you already using AI in your business? This week's guest, Lisa Larter says, "AI literacy is the most important thing any human being on the planet can learn right now."  Lisa describes how AI can help you transform your business results. Want to increase your own AI literacy? Click here to register for Lisa's Marketing Meets AI Intensive.   It’s a free, 4-hour training on December 18th from 10 a.m. to 2 p.m. EST designed to help business owners--including financial advisors-- finally understand how to use AI in their marketing. 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

    22 min
  3. What Every Advisor Must Know About Doctor Money Triggers

    DEC 5

    What Every Advisor Must Know About Doctor Money Triggers

    Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed strategies to help doctor clients stay calm, think clearly, and make grounded money choices. Get your free “Script for Success” Scriptbook: A proven guide for advisors to help clients avoid impulsive financial mistake by clicking here. 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

    10 min

  4. NOV 20

    How AI Can Give Financial Advisors Back 500 Hours a Year

    If you want to work with more doctors, your biggest bottleneck isn’t marketing—it’s time. In today’s episode, Dr. Vicki Rackner interviews Arnulf Hsu, CEO of GReminders, to explore how financial advisors are reclaiming 500–600 hours a year with AI-powered meeting automation. 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

    30 min

  5. NOV 14

    Your Next Doctor Lead is Closer Than You Think

    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

    9 min

  6. NOV 7

    Introverts vs Extroverts: Which Financial Advisors Win More Doctor Clients?

    Click here to download your Listening Edge Assessment. 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

    13 min

  7. OCT 31

    What Every Financial Advisor Needs to Know about Cybersecurity

    Brian Edelman FCI Cyber 140 E. Ridgewood Avenue, Suite 415, South Tower Paramus, NJ 07652 973-227-8878 - Office 973-227-8795 – Fax  Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabilities too late, plus the essential steps you can take right now to avoid their mistakes. 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

    54 min

  8. OCT 24

    Financial Abuse: When Money Become a Weapon Among Partners

    Click here to download the special report. October is Intimate Partner Violence (IPV) Awareness Month. This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients. While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor clients, this one focuses on serving them well — because the best way to accelerate your growth is by caring deeply for the clients you already have. Disclaimer: Please note that this information is not intended as a legal or compliance advice; it's for education only. 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

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

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