Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

Scopri strategie per i consulenti finanziari per connettersi e supportare i clienti medici, aumentando la crescita della pratica e migliorando le relazioni con i clienti.

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Oct 24, 2025

Financial Abuse: When Money Become a Weapon Among Partners

S1 E21 • 13 mins

Oct 1, 2025

Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer

S1 E20 • 62 mins

Sep 19, 2025

Red Flags in Prospects: Just Say No

S1 E19 • 8 mins

Sep 15, 2025

Lessons from a House Fire You Can Use When You Engage Doctors

S1 E18 • 32 mins

Sep 15, 2025

What Smart Doctors Make Not-So-Smart Financial Choices

S1 E19 • 13 mins