Welcome to The Engaging Doctors Podcast—the go-to show for financial advisors who want to grow their practices by better serving doctor clients. I’m your host, Dr. Vicki Rackner.
In today’s episode, we dive into a topic that affects every single client you serve: money anxiety. Learn how the autonomic nervous system plays a powerful role in financial decision-making—and how understanding your clients’ physiological responses to stress can make you a more effective advisor.
You’ll discover:
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Why clients go into “fight or flight” mode during market volatility
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The 3 nervous system zones—and why clients make their best decisions in the green zone
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Signs of financial trauma and how to recognize it
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Practical tools to help clients (and yourself) stay calm and focused
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Communication strategies that soothe anxiety and build trust
This isn’t just about managing money—it’s about managing nervous systems. If you want to make smarter decisions easier for your clients and deepen your value as a trusted advisor, this episode is a must-listen.
Thank You for Listening
I hope you found value in this episode, and that it makes an even bigger difference in your clients’ lives.
Sign up now to receive scripts for success—what to say and do when a client comes to you with money anxiety.
For more tips and strategies to grow your practice by working with more doctor clients: