Talking about Retirement to Doctors with Caution!

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Instead … Talk Revenue Generation

By Vicki Rackner MD

vicki

As a financial advisor, wealth manager, stock-broker or financial planner, do you want to engage more doctor prospects?

Well, think twice about approaching them with educational content about retirement.

So, in this video presentation, I explain how and why this is not your best hook.

Assessment

Instead, talk to them about revenue generation.

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pension

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 https://www.youtube.com/watch?v=vyZ3cI9PKQA

ABOUT

Vicki Rackner MD is an author, speaker and consultant who offers a bridge between the world of medicine and the world of business. She helps businesses acquire physician clients, and she helps physicians run more successful practices. Contact her at (425) 451-3777

Conclusion

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Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com

OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners(TM)

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2 Responses

  1. The rise of the do-it-for-me retirement era

    Workplace retirement accounts were once viewed as do-it-yourself accounts, with participants making all the decisions. But, that is shifting now to a do-it-for-me model, in which sponsors automatically make key decisions.

    And, that’s a good thing in many ways; for human and robo-advisors?

    Balki

    Like

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