Hire Dr. Vicki Rackner to Speak to Financial Advisors
Physician Insight That Changes How Advisors Engage Doctors
A Physician’s Perspective on the Medical Market—Delivered for Advisors
Most financial advisors are highly skilled at what they do.
What they lack is cultural access to the medical world.
As a retired surgeon and founder of Engaging Doctors®, Dr. Vicki Rackner delivers keynote presentations and workshops that help financial advisors understand:
- How doctors think
- Why doctors respond differently than other high-income professionals
- Why traditional advisor messaging fails with physicians
- And how to engage doctors with credibility, confidence, and care
These talks are educational, practical, and deeply grounded in real medical culture—not theory.
What Makes These Talks Different
Dr. Rackner doesn’t speak about doctors.
She speaks from inside the medical world.
Audiences gain:
- A physician’s lens on trust and decision-making
- Clear explanations of physician behavior advisors find confusing
- Language shifts that immediately improve engagement
- A framework for building long-term physician relationships
This is not hype.
It’s translation.
Topics for Financial Advisor Audiences
Presentations are customized, but popular topics include:
- How the Medical Market Is Different—and Why It Matters
- Suits vs. White Coats: Why Business Language Repels Doctors
- Medical Magnetism: How Advisors Attract (or Repel) Physicians
- The 10 Laws of Physician Engagement
- Why Doctors Say “Yes” Later—and How to Stay Relevant Until They Do
- The Wealth Doctor Mindset: Serving Physicians With Integrity
Sessions can be delivered as:
- Keynotes
- Breakout sessions
- Workshops
- Virtual presentations
- Conference plenaries
Who These Talks Are For
Dr. Rackner regularly speaks to:
- Financial advisory firms
- Broker-dealers
- RIAs
- Insurance organizations
- Advisor study groups
- Industry conferences
- Professional development programs
These talks are especially valuable for organizations that:
- Want to help advisors grow physician niches
- Serve doctors as a key market
- Want content that goes beyond tactics and scripts
Outcomes Advisors Report
After these sessions, advisors consistently report:
- Greater confidence when approaching physicians
- Improved response and engagement rates
- A clearer sense of whether the medical market fits them
- Fewer frustrating or awkward physician interactions
- A deeper appreciation for physician culture
The goal is not just inspiration—it’s clarity and competence.
Speaking Format & Logistics
- In-person and virtual presentations available
- Sessions customized to audience size, experience, and objectives
- Optional follow-up resources and programs available
Book Dr. Rackner to Speak to Financial Advisors
👉 Request Speaking Information
👉 Schedule a Speaker Strategy Call