EPISODE · Sep 19, 2025 · 8 MIN

Red Flags in Prospects: Just Say No

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

Not every client is the right client—and learning to say “no” can help you create more joy, energy, and satisfaction in your practice. In this episode, Dr. Vicki shares how to spot red flags in prospects and why it’s important to protect your time and energy. Download your free checklist here: https://docsandmoney.com/red-flag-prospects-home Watch the full Masterclass here: https://www.academyofphysicianengagement.com/masterclass-Aug-2025For 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 8 minutes long.

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This episode was published on September 19, 2025.

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