Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

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

Doctors can be some of the toughest clients to reach—and some of the most valuable. In this episode, Simon Singer, founder of the Center for Tax Strategy and Resources, reveals how financial advisors can build trust with physicians, partner with CPAs, and ethically deliver massive value. If you’re ready to attract more doctor clients, you’ll want to hear this.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 was published on October 1, 2025.

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