EPISODE · Apr 23, 2025 · 17 MIN

Jump on July 1st Marketing Opportunities

from Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients · host Dr. Vicki Rackner

Did you know that July 1st is like New Year’s Day in medicine? Doctors are coming to your community, and you have a natural opportunity to reach them.In this week’s episode of the Engaging Doctors Podcast, I share a practical guide to connecting with new doctors without pitching your services.You’ll learn:How to identify doctors moving to your townThe one phrase that builds instant trustCreative “welcome wagon” ideas doctors loveWhy this moment is a goldmine for financial advisorsClick here to learn more about the Cracking the Physician Code course.For more tips and strategies to grow your practice by working with more doctor clients:Visit Engaging Doctors and sign up to get weekly tips.Follow us on Facebook. Follow us on Youtube. Follow us on Linkedin

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This episode is 17 minutes long.

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This episode was published on April 23, 2025.

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