Free Webinar

How to Attract, Engage and Serve More Doctor Clients in 2024

For Financial Advisors, Tax Strategists and Insurance Sales Professionals who want to set themselves up for success in 2024 by working with more doctor clients.

HEAR FROM ED SLOTT, CPA & TAX SPECIALIST

On The Live Call You Will Get:

  • 5 Trends That Impact Doctors in 2024

  • 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 Acquire More Clients.

REGISTER FREE NOW

SEPTEMBER

19

  • 9 AM Pacific

  • 11 AM Central

  • Noon Eastern

You're getting content Dr. Vicki shared when she presented the keynote

address at Ed Slott's upcoming Fall meeting!

Answer Your Questions Live.

This is not a pre-recorded training. Join Vicki Rackner MD live and she'll answer your questions throughout the presentation.

ABOUT THE HOST VICKI RACKNER, MD

Principal, Engaging Doctors

Since 2008, Dr. Rackner has helped thousands of advisors attract, engage and serve doctor clients. You'll take away best practices so you can join other high-performing financial advisors working with doctor clients.

Dr. Rackner's clients benefit from her unique experiences as a surgeon, educator and medical community leader as she understands the most direct route to success in these complex and often misunderstood niches.

Dr. Rackner has written three books about doctors and their relationship with money.

Dr. Vicki Rackner has been featured in:

Here's what they say about working with Dr. Vicki

THIS WEBINAR WILL START IN

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