PODCAST: How Financial Advisors Can Achieve Success in the Medical Marketplace 2016-2021 and Beyond!

Vicki Rackner MD --- Selling to Doctors - Experts

By Vicki Rackner MD

PODCAST LINK: https://www.bing.com/videos/search?q=vicki+rackner&docid=608036072061497500&mid=08727E5CFAC1C7A88A5A08727E5CFAC1C7A88A5A&view=detail&FORM=VIRE


BEST PRACTICES: https://www.targetingdoctors.com/blog/adopt-physicians-best-practices

MD PANDEMIC CLIENTS: https://www.targetingdoctors.com/

E-MAIL MARKETING: https://medicalexecutivepost.com/2014/11/30/12-email-marketing-tips-for-mds-and-fas/

SELLING DOCTORS: https://medicalexecutivepost.com/2015/05/06/doctors-rethink-selling/

EDITOR’S NOTE: I first met Vicki Rackner MD FACS a few years ago. day. She is the founder of Thriving Doctors.  Vicki calls on her personal experience as a practicing surgeon, clinical faculty member at the University of Washington School of Medicine and serial entrepreneur, to help financial advisors thrive. We appreciate her contributions to the ME-P.

-Dr. David Edward Marcinko MBA CMP©

[Certified Medical Planner©]


ASSESSMENT: Your thoughts are welcomed.

Enter the CMPs




2 Responses


    There is a lot of really great ideas in this video. However, I think a lot of this has changed over the past year due to Covid. We certainly are not waltzing into a hospital or medical office and introducing ourselves to staff and discussing value.

    A lot of my pieces of mail are likely being sifted through and never making it to the office manager or the physician. And I’m sure they receive no shortage of email marketing that may or may not make it through their spam filters.

    It is a slow build but my approach is trying to build relationships one by one to expand my network and ultimately find opportunities to work with medical professionals.

    I’d be open to any advice or comments regarding being effective with events or introductions in this new Covid protocol world that we find ourselves in now? I do love the idea or the opportunity of writing a forward and afterward for the book and using that to position some value. That’s a cool idea!



  2. Pandemic Doctor-Marketing
    MD PANDEMIC CLIENTS: https://www.targetingdoctors.com/
    Ann Miller RN MHA


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