The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
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
When Your Client Is Responding to Yesterday’s Financial Reality
Have you ever been sitting across from a long-time client and thought: “This just isn’t like them.” Maybe your normally... Read More
Are Your Physician Clients Rich–or Wealthy?
A physician can earn $500,000 a year and still feel broke. From the outside, that may appear irrational. How could... Read More
What’s Your Trojan Horse? A Better Way to Reach Doctors
Two common prospecting mistakes keep advisors outside the gates of the medical market—and the answer is not more force. ... Read More