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Accelerate the growth of your practice by building business relationships with doctors.

Let a physician show you proven strategies, tactics and tools to help you attract, engage and serve more doctor clients.
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Services

Through courses, financial advisor coaching, and doctor friendly marketing materials, Engaging Doctors empowers you to grow your firm by teaching you exactly how to engage doctors, how to hold their attention, and how to create referral relationships that open you up to a whole network of new doctor clients. 
Courses

Courses

We design our courses with a singular focus: helping you get the measurable business outcomes you desire. You take away practical, actionable steps proven to be effective.
Coaching and Consulting

Coaching and Consulting

Dr. Vicki can help you design and implement evidence-based marketing strategies so that you are at the right place and the right time with the right marketing message.
Marketing Content

Marketing Content

The best way to show doctors you can help them is by helping them. Deliver our tested physician-created content to build trust and accelerate relationship-building.
DrVicki

What They Say

“Dr. Vicki Rackner translates the world of medicine into understandable strategies and tactics that are critically important to engage both physicians and other medical professionals. You’ll benefit from Dr. Vicki’s unique experiences as a surgeon, educator and medical community leader as she understands the most direct route to success in these complex and often misunderstood niches.”

- C. Richard Weylman Chairman, The Weylman Center: Elevating Performance in Today’s Marketplace

Dr Vicki Rackner is my secret weapon for growing my list of doctor clients.

- MJ

“One of the toughest gatekeepers in the world to get past is the practice administrator of doctor’s offices. Dr. Vicki shows us the way to not only get past that gatekeeper but to get the interest of the physician directly. As a physician herself, she has insight into the working of the office and the mindset of the physician. She is full of ideas and knowledge. This is a worthwhile investment for anyone who would love to engage more physician clients.”

- LE

“If you are interested in developing a client niche with medical professionals, I highly recommend you participate in Dr. Vicki Rackner’s “Cracking the Doctor Code” course. This course will assist you understanding physicians, their practice, how they make decisions, and how you can adopt an effective marketing plan to start meeting physicians in your city.”

- Rick O. Helbing, CFP®, ChFC

“Dr. Vicki Rackner is creative, resourceful, knowledgeable, and experienced. Her insight is invaluable.  She understands how the medical professions work and behave while also understanding the needs of entrepreneurial people interested on developing their businesses to a very specific targeted audience. Thanks Dr. Rackner for a well thought training, your continuous support, and for the opportunity of learning in an environment suited to my needs.”

- Liliana Pacelli

“I am always looking for resources that inspire and deliver actionable ideas. Cracking the Doctor Code by Vicki Rackner is a success on both accounts.”

- EM Recognized by Medical Economics Magazine The 150 Best Financial Advisors for Doctors

“Dr. Vicki Rackner is a ten-strike find!! She has the background to understand the often complex set of factors that motivate physician purchasing and the common sense to package her knowledge in a clear, practical, results-oriented way. She’s helped my business tremendously.”

- Dr. Sally Mounts, President, Auctus Consulting Group

“Dr. Vicki Rackner is a person of integrity who walks her talk and offers solutions.”

- Howard Putman, Former CEO Southwest Airlines

“Dr Vicki Rackner has showed me time and again that she is fully committed to the success of the advisors she coaches. She is relevant and consistent at updating her presentations to what is happening in the here and now. You wont hear the same content but the message stays the same and as a marketing organization I think that is a difficult thing to accomplish. If the doctor niche is a market you would like to specialize in Dr Vicki Rackner is the best coach and resource available in my opinion. Success in this niche can not be achieved by just anyone and without the appropriate guidance you may find it very difficult to penetrate. She brings such comprehensive and relevant programs that will guarantee you success if followed thoroughly.”

- Stephani Lucas, Financial Services Educator

“Dr. Vicki Rackner is the person most responsible for helping me find current success. She had me create a portfolio of intellectual property that is now on the web. She helped me find the best way to get the idea I’m promoting into the minds of those who can best benefit from it.”

- TK

“Don’t miss Dr. Vicki Rackner!”

- Elizabeth Cohen CNN Senior Health Correspondent

“Dr. Vicki Rackner offers a roadmap for success and the magic elixir of hope.”

- Ed Hallowell, MD, Child Psychiatrist and Best-selling Author

”Dr. Vicki Rackner has unique insights. Her advice is insightful, practical and always exactly on target.”

- Dr. Alan Weiss

“Thank you, Dr. Vicki! I listened to your webinar right before I left to see a veterinarian prospect.  Things were going well, and I thought we had built rapport.  I tried to shift the conversation to business, and the doctor’s mood changed.  I remembered what you said about the mental handshake–showing you are not armed with a sales pitch.  I backed off because of what you said.  By the end of the meeting he decided to hire me to manage his portfolio worth $500,000.  I’m calling your presentation the $500K webinar!”

“Our family of physician clients is growing and our dreams are becoming a reality. Off to Munich and the Dolomites thanks to the added revenue from implementing the ideas you shared.”

- MJ

“I went from struggling to the Million Dollar Round Table in less than a year, thanks to your strategies.”

- FA

“I’ve spent countless hours canvassing medical offices. Following Dr.Rackner’s advice, we were able to set up and hold a financial services seminar for Registered Nurses. Her program is crucial for anyone that markets to the medical field, but the real value is in her coaching. Dr.Rackner is very supportive and cares deeply about the success of her clients.”

- Rommel S Narravalr

“If the doctor niche is a market you would like to specialize in Dr Vicki Rackner is the best coach and resource available in my opinion. Success in this niche can not be achieved by just anyone and without the appropriate guidance you may find it very difficult to penetrate. She brings such comprehensive and relevant programs that will guarantee you success if followed thoroughly.”

- Stephani Lucas, Financial Services Educator

“I wanted to let you know that we had a strong finish to the year and qualified for President’s Club. It is our first time qualifying in the top 2% of the company after 12 years. I believe that energy created through our interaction last summer had an influence on our consciousness and translated to efforts applied and positive results.”

Martin G

Dr. Vicki’s coaching and skills have made a world of difference. Her ability to gain keen insight, apply thoughtfulness and then create action has been of great value to our team!

AS Boston, MA

In The Media

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Books

Complimentary eBook:
10 Laws of Physician Engagement

Let a physician show you proven strategies, tactics and tools to help you attract, engage and serve more doctor clients.

ebook

The Engaging Doctors Blog

Check out our blog to learn how to attract, engage and serve doctor clients.
Financial Advisors’ Biggest Mistake as They Market to Doctors
Financial Advisors’ Biggest Mistake as They Market to Doctors
If you’re a financial advisor who wants to attract, engage and serve doctor clients, and you’re not getting the results... Read More
The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients
The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients
16 Jul 2021
·
Tell me your answer to this question, and I will predict (with a high degree of certainty) how quickly and... Read More
How Financial Advisors Can Increase Performance in the Medical Market
How Financial Advisors Can Increase Performance in the Medical Market
13 Jul 2021
·
As I watched Shark Tank, I saw a product I knew I must have: The Bug Bite Thing. It’s a... Read More
Want to Help Your Clients Reduce Spending?
Want to Help Your Clients Reduce Spending?
29 Jun 2021
·
Your doctor client says that he wants to accelerate wealth-building. What do you advise? You would love to say, “Spend less!” But... Read More
The 2021 Medscape Net Worth and Debt report
The 2021 Medscape Net Worth and Debt report
22 Jun 2021
·
Every year Medscape publishes a survey about physicians’ report of their net worth and debt. You can view the 2021... Read More
Motown Business Lessons You Can Use Today
Motown Business Lessons You Can Use Today
15 Jun 2021
·
I recently saw the documentary Hitsville: The Making of Motown. It addresses the question: How was the legacy of Motown... Read More

WATCH THIS VIDEO TO BETTER UNDERSTAND HOW TO ENGAGE AND SERVE DOCTOR CLIENTS IN 2021