The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
What Medscape’s 2026 Resident Salary and Debt Report Means for Financial Advisors
Financial advisors who work with medical residents face a delicate challenge: how do you discuss disability insurance with someone who... Read More
Medicarchy and Money: Why Smart Doctors Make Puzzling Financial Choices
Some of the worst financial decisions physicians make are driven by their desire to be good doctors. Think about that... Read More
Your Doctor Clients Want More Autonomy. You Can Help!
At your next surgeon client meeting, ask: “What would you like your financial plan to give you the freedom to... Read More
How to Open the Legacy Conversation With Doctor Clients
By Vicki Rackner, MD | Engaging Doctors “What would you like your money to accomplish?” It’s a useful question. But... Read More
Marketing to Millennial and Boomer Physicians
What if your financial message is exactly right for the doctor you used to know—and misses the doctor sitting across... Read More
What a 600 Pound Deadlift Taught Me About Helping Clients Reach Big Financial Goals
A lesson for financial advisors about identity, coaching, rest, and the courage to question what we think we know By... Read More