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. 20H AGO

    Dr. Google and AI: A Brief History Lesson to Help Financial Advisors Navigate the AI Era

    Dr. Google changed medicine forever. AI is about to do the same to financial advice. In this episode of the Engaging Doctors Podcast, Dr. Vicki Rackner—former surgeon and physician-insider—explores what happened when patients suddenly gained access to medical information…and what financial advisors can learn from that moment as AI reshapes their profession. This is not a conversation about tools, prompts, or efficiency. It’s about identity. When Dr. Google entered the exam room: Some doctors felt threatenedSome feared being replacedAnd the doctor–patient relationship fundamentally changedWhat emerged was a new model of care—one that valued time, trust, judgment, and human connection. Concierge medicine wasn’t a trend. It was a response. AI is now offering financial advisors the same invitation. In this episode, we explore: Why information abundance changes professional authorityThe three advisor identities emerging in the AI eraWhy product-centric and process-centric models are increasingly vulnerableHow the Concierge Advisor creates value that AI cannot replaceWhy clients willingly pay more for trusted human judgment—especially under uncertaintyIf you work with physicians—or want to—you’ll recognize the parallels immediately. This episode will help you rethink not just how you advise, but who you are becoming as an advisor in a world where answers are everywhere. 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. FEB 12

    Debt Anxiety Can Cost Doctors Millions ( And Here's Why)

    Debt doesn’t cause anxiety. Fear does. And unmanaged fear causes physicians to: • Avoid leverage • Delay investing • Overpay debt unnecessarily • Stay stuck in financial adolescence In this episode, Dr. Vicki Rackner explains the nervous-system mechanics behind debt-related anxiety — and why understanding this is critical for financial advisors who serve doctors. Physicians are trained to manage clinical risk — but financial leverage activates the safety brain. When that happens, math alone won’t close the gap. In this episode, you’ll learn: • Why debt anxiety isn’t about numbers • How to explain leverage in physician-friendly language • The 2×2 Debt Matrix framework • How to distinguish anxiety from legitimate risk • Why “just run the numbers” isn’t enough • What happens when trauma drives financial decisions • How to help physicians move from safety-brain reactivity to planning-brain leadership If you’ve ever had a doctor client say: “I know the math works… but I can’t sleep.” This episode explains what’s happening. Advisors who understand nervous-system regulation build deeper trust, increase implementation, and help physicians stay in the wealth-building game. 📥 Download the special report in the show notes — a tool you can use in conversations with physician clients. — Dr. Vicki Rackner is a retired surgeon and founder of Engaging Doctors, where she teaches financial advisors how to attract, engage, and serve physician clients by understanding how doctors think. If you want more insights into: • The Three-Brain Model • Physician psychology • Overcoming financial avoidance • Converting insight into implementation • Building trust with high-income professionals Subscribe and join the community. Because financial leadership requires more than spreadsheets. It requires helping doctors regulate before they decide. 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

    20 min

  3. FEB 12

    Looking Rich vs Being Rich: Why High Earners Still Feel Financial Pressure

    You can earn a high income, look successful, and still feel anxious about money. In this episode, Dr. Vicki Rackner explores the difference between acting rich and being rich—and why so many high-earning professionals, especially physicians, fall into what she calls the Looking Rich Vortex. This isn’t about deprivation or budgeting. It’s about alignment, satisfaction, and building a life that actually works. You’ll learn: – Why looking rich is often driven by pressure and comparison – What it really means to feel rich – How to make conscious spending choices without guilt or shame TrueWealth isn’t about appearances. It’s about clarity. 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

    20 min

  4. JAN 23

    Your Brain on Money

    Want to help your doctor clients understand their choices better? Listen to this podcast episode in which Dr. Vicki Rackner explains a simple brain model that replaces judgment and shame with compassion and curiosity.  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

    38 min

  5. JAN 5

    How to Get More of What You Want in 2026

    How do you actually get the things you want in 2026? In this podcast episode, Dr. Vicki Rackner describes the importance of systems to support success.  If you want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program.  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

    1 hr

  6. 12/17/2025

    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

  7. 12/05/2025

    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
  8. What Every Advisor Must Know About Doctor Money Triggers

    12/05/2025

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

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