ARE YOU READY FOR THE DOL FIDUCIARY RULES?
Is the new DOL Fiduciary Rule a monster? Only if you’re not a fiduciary! I see these rules as a set of guidelines that will help you respect your clients’ autonomy–and their right to make […] Read More
5 Phrases to Build Rapport and Make More Sales
If you want to work with doctor prospects and clients, pay attention to what you say and how you say it. In the video below, you will find 5 of my favorite phrases that help […] Read More
Get Better Results from Seminars
Does seminar marketing work? The answer is YES! Here’s an email I got this week from an advisor who does nothing but seminar marketing for lead generation: Hi Vicki, I wanted to let you know […] Read More
Read THE MYTH OF THE RICH DOCTOR
Would you like to learn more about doctors and their relationship with money? Click here to get an immediate download of Dr. Rackner’s most recent book The Myth of the Rich Doctor. Click here to […] Read More
Study Your Competition
What’s one of the best ways to get better? Study what others are doing! That’s how I became a better gardener. You can grow your physician practice by studying other financial advisors who target […] Read More
3 High-Performance Tips from Olympians
What are your goals for 2017? What do you need to achieve them? In this video, you will see three ways Olympic athletes achieve break-though performance. Wishing you all the best for a successful 2017! Read More
10 Great Books
What contributed to your business successes in 2016? Here are the 10 books that most profoundly guided my business practices in 2016. In the video you’ll also see why I chose them. What books influenced […] Read More
Don’t Be a Grinch
Yes, we face big problems. We’re a politically divided nation. In this post-truth world we can’t even agree on what’s real. Still, what if we agreed to be more neighborly? A commitment to being more considerate and respectful—and […] Read More
What’s Your Plan for Success in 2017?
Do you speak with your clients and prospects about the importance of a written financial plan? Here are 10 questions to help you create a written plan for success in 2017: 1. On a […] Read More
Doctors and their Relationship with Money
Are you curious about doctors and their relationship with money? I am, too! In speaking with hundreds of physicians about their finances, I’ve uncovered trends and habits that separate thriving doctors from struggling doctors. […] Read More