Your Doctor Clients Want More Autonomy. You Can Help!
At your next surgeon client meeting, ask: “What would you like your financial plan to give you the freedom to do?” Then explore one concrete step toward making that choice possible.A surgeon can earn an […] Read More
How to Open the Legacy Conversation With Doctor Clients
By Vicki Rackner, MD | Engaging Doctors “What would you like your money to accomplish?” It’s a useful question. But a story can help a physician think beyond account balances and consider the impact they […] Read More
Marketing to Millennial and Boomer Physicians
What if your financial message is exactly right for the doctor you used to know—and misses the doctor sitting across from you today? You see a physician with a substantial income. They see medical school […] Read More
What a 600 Pound Deadlift Taught Me About Helping Clients Reach Big Financial Goals
A lesson for financial advisors about identity, coaching, rest, and the courage to question what we think we know By Dr. Vicki Rackner My 145-pound son recently deadlifted more than 600 pounds. That is more […] Read More
When Your Client Is Responding to Yesterday’s Financial Reality
Have you ever been sitting across from a long-time client and thought: “This just isn’t like them.” Maybe your normally thoughtful physician client suddenly becomes rigid. She can’t seem to hear what you’re saying. He […] Read More
Are Your Physician Clients Rich–or Wealthy?
A physician can earn $500,000 a year and still feel broke. From the outside, that may appear irrational. How could someone with an income most Americans would envy possibly feel financially constrained? Look more closely, […] Read More
What’s Your Trojan Horse? A Better Way to Reach Doctors
Two common prospecting mistakes keep advisors outside the gates of the medical market—and the answer is not more force. Christopher Nolan’s epic movie The Odyssey opens with a familiar image: the Trojan horse sitting […] Read More
What a Newly Invented Color Can Teach Financial Advisors About Working with Doctors
Inspired by “How to Invent a Color” by Rivka Galchen in The New Yorker Scientists recently created a visual experience unlike any humans had ever seen. Reading about it made me think about how doctors […] Read More
What Today’s “Good Advice” May Look Like Tomorrow
A lesson for financial advisors who want to earn doctors’ trust While searching for a photograph of myself in a white coat, I found this family picture from the early 1960s. That is my mother […] Read More
When Your Doctor Client Brings You a “Can’t-Miss” Investment
The pitch is irresistible. Their physician partners are investing. A respected colleague introduced the opportunity. The founders seem brilliant. The market is enormous. And this company could be “the next Apple.” By the time the […] Read More