Did you know that July 1st is like New Year’s Day in medicine? It’s when everything changes. New doctors arrive in town, physicians start fresh contracts, and countless others take a renewed look at their financial future. If you’re a financial advisor who wants to work with more doctor clients, this is your golden moment.
In this post, adapted from the Engaging Doctors Podcast, I’m going to share a high-ROI marketing campaign you can run right now. It’s called Jump on July 1, and it’s all about showing up for doctors at a time when they’re most open to meeting someone like you.
Why July 1 Matters
Let’s start with a quick refresher. I’m Dr. Vicki Rackner, a retired surgeon who has spent the past 15 years helping financial advisors crack the physician code.
Now let’s talk about July 1. It’s not just another date on the calendar—it’s a red-letter day in the world of medicine.
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July 1 is the official start of medical school.
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New residents arrive in town to begin their 3–5 years of training.
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Fellows are transitioning into their first attending jobs.
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Mid-career physicians often start new contracts on this date.
Why? Because most doctors sign annual contracts. July 1 is when those contracts start—and often when they end or renew. So when a doctor moves, retires, takes on a new leadership role, or begins private practice, it usually happens in this window.
And here’s what makes it especially exciting for you:
👉 Doctors entering their attending roles often experience a 3–4x salary jump, which comes with entirely new financial needs and questions.
So, What Can You Do?
Let’s walk through a step-by-step strategy to capitalize on this natural transition period.
1. Build a Dream Team
Doctors need more than financial advice—they need a full team.
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CPAs
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Estate attorneys
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Insurance providers (including specialty coverage like cyber or E&O insurance)
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Reliable service providers (alarm companies, dog walkers, gardeners, etc.)
Start cultivating relationships with these providers now. Then you can say to a new doctor, “Here’s a list of trusted local experts I work with who serve physicians like you.”
2. Engage Local Businesses
When you’re getting your hair cut or bringing your car in for service, say this:
“You may not know this, but I help doctors in our community create financial freedom. Would you be interested in offering a special promotion to welcome new doctors coming to town on July 1?”
It’s a win-win-win:
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The business grows by reaching new clients.
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You strengthen your local network and visibility.
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The doctor finds trustworthy service providers fast.
3. Educate Your Network
Share the unique challenges doctors face—burnout, uncertainty about retirement, limited time—and let others help make warm introductions. A hairstylist, for example, might say to their doctor client, “I was just talking to someone who helps doctors with financial planning. Maybe you’d like to meet them.”
How to Find New Doctors
You can’t welcome new doctors if you don’t know who they are. Here’s how to find them:
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Set up Google Alerts for local hospitals and clinics. They often announce new hires or residents.
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Talk with your existing doctor clients and prospects. Ask: “Do you know any new doctors joining your practice?”
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Connect with medical recruiters who help hospitals fill physician positions.
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Reach out to Realtors who work with hospitals—many give incoming doctors a “windshield tour” of the area and maintain lists of new arrivals.
Make the Connection
This is the big one. When doctors first move to town, even if they’re employed, they often have a few months of flexibility as they build their referral networks. This is your window of opportunity.
Here’s what you say when you call:
“Hi Doctor, I want to welcome you to town. Can I take you out for coffee or lunch to get to know you and your practice? I talk with a lot of people, and if I understand your ideal patient, I might be able to make a referral.”
Important: Don’t pitch. Just build the relationship.
Then the Law of Reciprocity kicks in. The doctor will inevitably ask what you do. That’s your moment to share your signature story—why you do this work and how you help doctors specifically.
If they express interest, schedule a follow-up appointment. Show that you value your time and theirs.
After the Meeting:
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Send a handwritten thank-you note.
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Mention something specific from your conversation.
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Include a gift—maybe a copy of The Nine Money Mistakes Doctors Make, The Myth of the Rich Doctor, or How Doctors Build TrueWealth.
Let them know: “This is a physician-written guide to financial success. I’d be honored to support you however I can.”
Final Thoughts
When you help one doctor, others will hear about it—in the surgeon’s lounge, in the doctor’s dining room, on their group text threads. That’s how you build momentum and trust in the physician community.
This July 1 campaign isn’t just smart marketing—it’s high-impact relationship-building.
If you’re ready to take this seriously, check out my signature course:
Cracking the Physician Code.
It’s a complete blueprint for building a physician-friendly practice.
Let’s work together to help 10,000 doctors move from struggling to thriving in 2025.
Thank you for your time, attention, and commitment to serving doctors. I’ll see you in the next training episode.
Until then, keep showing up, standing out, and serving well.