Half of doctors are behind in retirement planning. They are experiencing financial pain and need your help.
Yet, most financial advisors who try to acquire doctor clients will fail.
In this tutorial, Dr. Vicki Rackner lays out the mindset that guides the successful acquisition of doctor clients.
Click here to download a pdf of the slides.
Click here to download the 10 Laws of Physician Enagement.
lA doctor expressed interest in your services, and then you cannot re-engage them. What do you do next?
I advise that you do NOT call and "check in".
Instead, reach out and deliver value. Here are 5 ideas about how:
Imagine reading your obituary and not liking what you saw.
That's exactly what happened to Alfred Nobel. The French press learned about the death of Alfred's brother, and erroneously ran Alfred's obituary.
Reading the headline, "The merchant of death is dead." inspired Alfred to change his actions to change his legacy..
Tell this story as you speak with clients and prospects about their legacy.
Why do only half of doctors work with professional financial advisors?
My conversations with hundreds of physicians and dentists suggest that doctors’ embarrassment and shame about their previous financial mistakes pose a significant barrier to moving forward.
What’s the best way to break though this objection? Tell stories about doctors’ financial mistakes with doctor prospects and clients. Reassure them that they're not alone, and offer hope that transformation is possible.
Below you will find a video with the 9 financial mistakes I highlight in my latest book soon to be released 9 Ways Doctors Let Money Slip Through Their Fingers and How You, Doctor, Can Avoid Losing Literally Millions of Dollars.
In a few weeks, I'll be delivering a presentation to about 200 surgeons gathered at a medical meeting.
Further, I was able to inspire the meeting planner to invite a financial advisor to share the platform with me.
In the video below, you will see the hot topic I was asked to discuss.
Labor Day often marks the beginning of a renewed dedication to business-building.
Do you find that your marketing efforts to acquire doctor clients are not working as well as they used to? If the answer is yes, you are not alone.
View my annual tutorial “What’s Working in 2018” below. Here are three break-through ideas:
Enjoy the last joy-filled moments of summer!
Click here to download a PDF of the slides.
If you are interested in taking the fast track to success in the medical market, I have three new openings in my Power Prospecting Program.
To give advisors in the program the competitive advantage, I only work with one financial advisor in a geographic area. If you have an interest in the program, please send an email to email@example.com with the subject line “Power Prospecting” and your city in the email. If your city is available, we’ll set up a time to speak by phone to explore whether this program is a good fit for you. I only accept clients whom I believe I can help.
The medical new year began July 1st.. Are you implementing the best practices to acquire more doctor clients this year?
I have been helping financial advisors accelerate their growth by acquiring more doctor clients for about the past decade. I observe that the things that worked in the past are not longer working as well today.
Join us for a live complimentary tutorial
Best Practices for Acquiring Doctor Clients in 2018.
Thursday, August 9th, 2018
Noon Eastern/9 AM Pacific.
You will take away strategies and tactics that will help you:
• Gain the competitive advantage in the medical market
• Avoid costly mistakes
• Take the fastest and most direct path to success in the medical market.
Click here to register; even if you cannot join the live presentation, you will be sent the replay link.
Have you ever gotten a birthday present that left you wondering, "What was this person thinking? This gift is nice, but it's wrong for me!"
Delivering your marketing message is like giving a gift. You could guess at what might interest your prospects and clients. You could offer the message that would engage you. That leaves you running the risk of delivering a message that is wrong for your potential buyer.
A better way is to ASK your prospects and clients what they think. Below you will find a video with some practical tips about how to do it.