"A Surgeon's Perspective: Why Doctors Need Financial Leadership Now More Than Ever"
Dear Financial Advisor,
Let me share something I witnessed that changed everything...
I remember standing in the grocery store during the early days of COVID, staring at empty shelves where toilet paper used to be. My heart was racing, and I felt that familiar grip of panic in my gut. Even though I knew intellectually that a lack of toilet paper wasn't life-threatening, my autonomic nervous system was preparing for danger.
I had to put my hand over my heart and practice square breathing - the kind where you take time for the exhale. You see, when we're truly in danger, we don't have time to exhale. When our bodies observe us taking that time, they realize, "Oh, we must be safe."
But here's the thing: our physician community hasn't had that chance to catch their breath financially.
Remember when hospitals canceled all elective surgeries to save ventilators for COVID patients? Those elective cases are the engine that drives practice profitability. Suddenly, the highest earners in healthcare - surgeons who brought patients to the operating room - saw their incomes plummet by 80-90%.
I'll never forget getting an invitation from the American College of Surgeons for an emergency webinar titled "Economic Survival Strategies in the COVID World." In my years as a Fellow of the American College of Surgeons, I never imagined seeing basic financial survival training offered to doctors.
And now?
Doctors are facing a perfect storm:
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⢠Half report being behind in retirement planning
⢠75% believe they're paying too much in taxes
⢠Private equity firms are executing hostile takeovers of practices
⢠Burnout rates have skyrocketed to 60-70%
The number one question I hear from physicians today is, "Where's the exit door?"
Here's why this matters to you...
Doctors are like tropical fish - they tend to congregate together and move as a group under the direction of a leader. They do this for the same reason fish do: protection against predators. And unfortunately, doctors have been targets of financial predators for so long that they're very good at avoiding people they don't trust.
But here's what makes this exciting: once you earn the trust of one doctor, you can become part of their trusted school. Let me share a personal example...
When I received a significant check, I went straight to my colleague Bob and asked what to do. He said, "Vicki, you need a financial advisor. Go see our guy - he does a good job for us." Based on that single recommendation, I called that advisor ready to move forward. All I wanted to know was where to send the check.
This is why I believe working with doctors is actually easier than working with business owners - once you understand how doctors think and communicate. It's like needing an adapter to plug your electronics in Europe. The electricity works the same way, but you need that adapter to make the connection.
That's exactly what I provide in my Cracking the Physician Code program.
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Let me tell you exactly what you'll get when you join Cracking the Physician Code...
First, you'll get access to my signature training some people call "medical marketing school." This isn't just theory. It's a complete blueprint for building a doctor-friendly practice, based on a decade of helping financial advisors succeed with physician clients.
You know, I once calculated that I've actually invested more in my sales and marketing training than I spent on medical school. But what I discovered is that most of those expensive strategies simply don't work with doctors. That's why I created this system - to help you avoid the costly mistakes and take the most direct path to success.
Here's what's included:
The Complete Training System
⢠The 10 Laws of Physician Engagement (including why using a doctor's first name can destroy credibility instantly)
⢠How to become the go-to advisor among targeted groups of doctors who network together
⢠Proven ways to generate leads and have more conversations with doctors
⢠How to inspire doctors to say "yes" to you
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Live Coaching Sessions
We meet on the first and third Thursdays of each month. While I'm always happy to share what I know, often the best value comes from your advisor colleagues sharing what's really working for them right now.
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Scripts and Template for Flawless Execution
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Let me share something important about timing...
Every July 1st, the entire medical community goes through a transition. New doctors start their first jobs, existing doctors step into new roles, and many physicians change practices. This creates a perfect opportunity for you - but only if you know how to approach it correctly.
Think about your local medical community. Right now, there are doctors who are:
⢠Wondering if they'll ever be able to retire
⢠Looking for ways to legally reduce their tax burden
⢠Considering selling their practice to private equity
⢠Trying to figure out how to catch up after the pandemic losses
Today, doctors need your financial leadership.
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They need guidance. But here's the thing about doctors - once they choose a financial advisor, they tend to stay for life. It's not like other high-net-worth clients who might change advisors seeking better returns.
This means two things:
- When you win a doctor's trust, you've likely won a lifetime client
- Once a doctor chooses another advisor, they're effectively off the market
Your Investment...
The entire system is $1997 - less than one planning fee from a physician client. And it comes with my "Show Me the Work" guarantee: Use the materials for a full year, implement the strategies, and if you're not satisfied, show me you did the work and I'll refund every penny.
I remember when one advisor called me about enrolling in the course. She was already successful with doctor clients, so I asked why she was interested. She said, "I've always dreamed of taking my family to the Dolomites for Christmas. If I pick up just one new idea, one better way to communicate with doctors, I know I'll be able to afford it." Later, I got her postcard from the Dolomites.
My mission is to help 10,000 doctors thrive in 2025. But I can't do it alone. I need skilled financial advisors equipped with the right tools to reach and serve this community.
Are you ready to become your medical community's trusted financial advisor?
Here's how to get started...
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Click here to enroll in the Cracking the Physician Code course.Â
To your success,
Dr. Vicki Rackner
Principal, Engaging Doctors
Helping financial advisors accelerate their growth by attracting, engaging and serving more doctor clients.
P.S. Remember that empty toilet paper aisle? Doctors are feeling that same kind of financial anxiety right now. The question is: will you be ready to help them when they reach out?
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Click here to enroll in the Cracking the Physician Code course.Â
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What Others Are Saying AboutÂ
Dr. Vicki Rackner











A Critical Window of Opportunity
Here's something most advisors don't realize about doctors: unlike other high-net-worth clients who might change advisors seeking better returns, doctors are intensely loyal. Once they choose a financial advisor, they typically stay for life.
This means two things:
- When you win a doctor's trust, you've likely won a lifetime client
- Once a doctor chooses another advisor, they're effectively off the market
Think about your local medical community. Every week, another physician is choosing their lifetime financial advisor. Will it be you? Or will they end up with someone who doesn't truly understand their unique challenges and needs?
The Time to Act Is Now
When you enroll in the Cracking the Physician Code Bootcamp avoid  common pitfalls so you can accelerate your practice growth by working with more doctor clients in 2025.
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You get immediate access to the eight modules of the on demand course:

Financial advisors describe this on-demand Bootcamp as âmedical marketing schoolâ delivering all the basic information you need to quickly build business relationships with doctors.
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Here are the eight modules of the Bootcamp.
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Youâre invited to participate in one year of live group coaching to translate your intention of growth into action.
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Do the ideas really work?
You might wonder, âDo these resources really work?â Hereâs what one of my clients said.
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