Free Training

For Financial Advisors, Tax Strategists and Insurance Professionals who want to set themselves up for success in 2025 by working with more doctor clients.

Get insider insights delivered by Dr. Vicki Rackner. 

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Here's What You'll Take Away From This Jam-Packed Training:

  • The Compelling Business Argument for Working with Doctor Clients

  • 5 Trends That Impact Your Ability to Engage Doctors 2025

  • Habits of High-Performing Advisors

  • The Most Common Mistakes Advisors Make

  • The Keys to Success in the Medical Market

  • Take a “Forgotten” Step to Generate a Higher ROI.

  • What You MUST Do To Win More Clients. 

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Hi. I'm your instructor, Dr. Vicki Rackner. 

I'm a retired surgeon who has spent the past 15 years helping financial advisors accelerate their practice growth by working with more doctor clients through my company Engaging Doctors.

You'll take away tips and tools I shared when I delivered the keynote address for Ed Slott; here's what Ed had to say about the presentation:

 
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Do the ideas really work?

You might wonder, “Do these resources really work?” Here’s what one of my clients said.

 

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