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More about the author: Dr. Vicki Rackner

By coaching both financial advisors through Engaging Doctors and fellow doctors through Thriving Doctors, Dr. Rackner keeps a pulse on both what is happening in the medical world and in the business world, making her the ideal coach to help financial advisors accelerate their business growth by working with more doctor clients.
Avoid 9 Costly Mistakes Financial Advisors Make When Engaging Doctors

Avoid 9 Costly Mistakes Financial Advisors Make When Engaging Doctors

20 Aug 2019
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If you are a financial advisor who would like to work with more doctor clients, here are 9 costly mistakes to avoid. Mistake #1: Deliver an unappealing message. Half of doctors report they are behind in […] Read More
How to Persuade a Doctor to Take Action

How to Persuade a Doctor to Take Action

13 Aug 2019
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You’ve met with a doctor prospect five times, and he’s on board with your proposed plan.  How do you inspire him to take action? ​Of the 10 Laws of Physician Engagement, please remember this one: the most influential […] Read More
How to Engage Doctors on Facebook

How to Engage Doctors on Facebook

9 Aug 2019
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Have you ever thought about investing in Facebook marketing to engage doctor prospects?  In this video. Dr. Vicki Rackner addresses 3 questions: Why would you consider Facebook marketing? How does Facebook work? How can you […] Read More
What Do Doctors Want?

What Do Doctors Want?

23 Jul 2019
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What do doctors want from a financial advisor/ wealth strategist? I asked them! In my interviews with hundreds of physicians and dentists, here are the answers that came up most frequently: “Someone who understands me.” […] Read More
Get Past DOctors’ Inner Gatekeepers

Get Past DOctors’ Inner Gatekeepers

16 Jul 2019
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You already know that it’s very difficult to get your message in front of doctor prospects.  Doctors’ gatekeepers pride themselves on their ability to protect their boss’ time and attention.  Maybe they secretly wanted to […] Read More
Would You Like to Take a Doctor Out to Breakfast?

Would You Like to Take a Doctor Out to Breakfast?

11 Jul 2019
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If you like taking doctors out to breakfast, July is your month! Here’s how and why. Think of July 1st as the start of the medical new year.  Medical schools and residency programs all begin July 1st.  […] Read More
Videos for Doctors–Webinar Replay

Videos for Doctors–Webinar Replay

10 Jul 2019
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Doctors want to work with experts.  In this webinar tutorial, Dr. Vicki Rackner offers ideas about how you can establish yourself as an expert by creating and distributing videos. ​Click here to download the slides. […] Read More
Great Gifts for Doctors

Great Gifts for Doctors

3 Jul 2019
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You invite some people over for dinner. You answer the doorbell and welcome your guests into your home. They hand you a bottle of your favorite Merlot. What a delight!  ​A thoughtful hostess gift builds […] Read More
DOn’t Be Bullied By Your Inner Critic

DOn’t Be Bullied By Your Inner Critic

25 Jun 2019
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Do you find that your business progress is slowed by your inner critic? I’ve been watching a family of nesting osprey. Imagine if the chicks hatched with inner critics saying, “Stay in the nest; it’s […] Read More
The 10 Laws of PHYSICIAN ENGAGEMENT

The 10 Laws of PHYSICIAN ENGAGEMENT

18 Jun 2019
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What happens if you drop your coffee mug?  The mug and its contents drop. You get the same result if you lose your grip on your car keys, an egg (yuk) or your laptop.  Happens every […] Read More