A Money Lesson for Financial Advisors Who Work With Doctors
They say money makes the world go round. During a recent visit to the Detroit Institute of Arts, I discovered something that made me appreciate how deeply the exchange of value is woven into human […] Read More
Who’s in Charge: Your Physician Client or Their Money?
When my son was about six years old, he asked me a question I wasn’t expecting. “What’s so bad about being a slave?” I explained, “When you’re a slave, you don’t get to make choices. […] Read More
What Medscape’s 2026 Resident Salary and Debt Report Means for Financial Advisors
Financial advisors who work with medical residents face a delicate challenge: how do you discuss disability insurance with someone who already feels financially stretched? Medscape’s 2026 Resident Salary and Debt Report offers useful context. Here […] Read More
Medicarchy and Money: Why Smart Doctors Make Puzzling Financial Choices
Some of the worst financial decisions physicians make are driven by their desire to be good doctors. Think about that for a moment. A physician accepts a compensation package without negotiating. Another postpones financial planning […] Read More
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