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Why Some Advisors Thrive with Doctors (and Others Don’t)
Why Some Advisors Thrive with Doctors (and Others Don’t)
Some financial advisors consistently win doctor clients—while others struggle to break in. What’s the difference?
Doctors are high earners with complex financial needs, yet nearly half are behind on retirement planning. They need your expertise.
On March 25, join us for a free training to learn exactly what top-performing advisors do differently to win doctor clients.
Webinar Details:
📅 Date: March 25, 2025
⏰ Time: 9 AM Pacific | 12 PM Eastern
⏳ Duration: 60 minutes
👩⚕️ Instructor: Dr. Vicki Rackner, retired surgeon & expert on engaging doctor clients
You’ll discover:
✅ 5 key industry trends shaping physician finances in 2025
✅ The biggest mistakes advisors make with doctors—and how to avoid them
✅ The one overlooked step that can increase your ROI
✅ The habits of advisors who dominate the medical market
Doctors need trusted financial experts. Are they working with you?