Would you like to enjoy the personal, professional and financial rewards that attracted you to a career in medicine? In this podcast, Dr. Vicki Rackner digs into her experience as a practicing surgeon and serial entrepreneur to help physicians look into their blind spots, see around corners and take the most direct path to success in their careers, relationships and finances. She calls it building TrueWealth--and it's more than just about the money.
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Rackner Podcasts
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
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Insights from the tech industry's top leaders in this podcast about Cloud, IT Modernization, and Digital Transformation - hosted by Alex Raul and sponsored by Rackner. Listen to find out how organizations large and small are using cloud technologies to further their mission. Topics discussed include Cloud Native technologies like Kubernetes, DevSecOps, Serverless, Cybersecurity, Hybrid Cloud, Private Cloud, AWS, Azure, GCP, Open Source and much more. The Cloud Native Show is presented by Rac ...
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This podcast offers a helping hand to families in which a teen or college-aged kid is learning to manage OCD. OCD impacts families; it can hold all family members hostage. Sometimes it feels like OCD is the family boss running the show. The goal of this podcast is to help people managing OCD, their parents and other OCD champions get in the driver's seat of their lives so they are in charge--not OCD. Come as you are and create the life you want.--even when OCD is part of the picture. Learn h ...
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Do you feel like you’re in charge of your money—or does it feel like your money is in charge of you? Are there things you want to do with your life—but finances keep getting in the way? If you don’t understand how money decisions actually shape your life, you can work harder, earn more, and still end up with less of what you want and more of what y…
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Are You Better Off With--Or Without a Financial Advisor?
14:48
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14:48How do you know if working with a financial advisor is actually helping you? Doctors often ask this quietly: **“Am I better off with you… or without you?”** In this episode, Dr. Vicki Rackner explores how doctors experience financial relationships, why uncertainty is so draining, and what ethical shared decision-making really feels like. This isn’t…
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Am I Better Off With You... or Without You?
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14:48Doctors don't usually say this out loud — but they're always asking it: "Am I better off with you... or without you?" In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice. This conversation is about trust, shared decision-making, and professional integrity — not tactics…
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AI for Financial Advisors: How to Attract More Doctor Clients in 2026
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22:18Are you already using AI in your business? This week's guest, Lisa Larter says, "AI literacy is the most important thing any human being on the planet can learn right now." Lisa describes how AI can help you transform your business results. Want to increase your own AI literacy? Click here to register for Lisa's Marketing Meets AI Intensive. It’s a…
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What Every Advisor Must Know About Doctor Money Triggers
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9:39Even the smartest physicians can fall into emotional traps — panic‑selling, risky investments, or getting stuck in “money‑shame” spirals. In this episode, we unpack why that happens and show financial advisors how to use neuroscience‑informed strategies to help doctor clients stay calm, think clearly, and make grounded money choices. Get your free …
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How AI Can Give Financial Advisors Back 500 Hours a Year
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30:11If you want to work with more doctors, your biggest bottleneck isn’t marketing—it’s time. In today’s episode, Dr. Vicki Rackner interviews Arnulf Hsu, CEO of GReminders, to explore how financial advisors are reclaiming 500–600 hours a year with AI-powered meeting automation. For more tips and strategies to grow your practice by working with more do…
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Your Next Doctor Lead is Closer Than You Think
8:40
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8:40For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook. Follow us on Youtube. Follow us on LinkedinBy Dr. Vicki Rackner
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Introverts vs Extroverts: Which Financial Advisors Win More Doctor Clients?
12:56
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12:56Click here to download your Listening Edge Assessment. For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook. Follow us on Youtube. Follow us on LinkedinBy Dr. Vicki Rackner
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What Every Financial Advisor Needs to Know about Cybersecurity
53:50
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53:50Brian Edelman FCI Cyber 140 E. Ridgewood Avenue, Suite 415, South Tower Paramus, NJ 07652 973-227-8878 - Office 973-227-8795 – Fax Brian Edelman, Cybersecurity Expert and CEO of VPI Cyber warns financial advisors, "Don't learn about cybersecurity the hard way." He shares the painful lessons from financial advisors who discovered their vulnerabiliti…
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Financial Abuse: When Money Become a Weapon Among Partners
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12:51Click here to download the special report. October is Intimate Partner Violence (IPV) Awareness Month. This episode explores how financial advisors can recognize and respond to financial abuse among physicians, their families, and even their patients. While most episodes of the Engaging Doctors Podcast focus on attracting and engaging doctor client…
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Keys to Relationship-Building with Doctor Prospects: Interview with Simon Singer
1:02:28
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1:02:28Doctors can be some of the toughest clients to reach—and some of the most valuable. In this episode, Simon Singer, founder of the Center for Tax Strategy and Resources, reveals how financial advisors can build trust with physicians, partner with CPAs, and ethically deliver massive value. If you’re ready to attract more doctor clients, you’ll want t…
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Not every client is the right client—and learning to say “no” can help you create more joy, energy, and satisfaction in your practice. In this episode, Dr. Vicki shares how to spot red flags in prospects and why it’s important to protect your time and energy. Download your free checklist here: https://docsandmoney.com/red-flag-prospects-home Watch …
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What Smart Doctors Make Not-So-Smart Financial Choices
13:10
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13:10For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook. Follow us on Youtube. Follow us on Linkedin
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Lessons from a House Fire You Can Use When You Engage Doctors
32:11
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32:11If you are a financial advisor working with doctor clients, here are conversation starters related to Dr. Vicki's house fire. Click here to download your conversation starters https://docsandmoney.com/10-financial-fire-lessons For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up …
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The Connection Prescription: Leadership Skills for Financial Advisors
51:05
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51:05Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help financial advisors build trust, simplify complexity, and communicate with greater impact. For more tips and …
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Doctor, are you burned out? Here's what you need to know to break through burnout. For more tips and strategies about how to get more of what you want--and less of what you don't. Facebook: https://www.facebook.com/thrivingdoctors/ Youtube: @ThrivingDoctorsBy Dr. Vicki Rackner
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Have you ever wondered how to speak with your doctor prospects and clients about burnout? In this podcast, listen in on Dr. Vicki Rackner's presentation she made for doctors. For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook. Follow us…
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Why Every Financial Advisor Needs A Medical Dream Team
10:47
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10:47Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. Click here to download the Medical Dream Team checklist. Click here to learn more about the Cracking the Physician Code course. For more tips and str…
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Financial Advisors Ask, "Should I Attend Medical Meetings?"
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29:07Are you a financial advisor who wonders, "Should I invest to attend medical meetings to engage more doctor prospects?" You'll take away: *The business argument for attending medical meetings *The kinds of meeting choices you haves *Ways to optimize the ROI *Questions to answer before paying the sponsorship fee. Click here to download your complimen…
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Are you a financial advisors interested in working with more doctor clients? In this episode, you will learn the 5 most common mistakes to avoid. If you're serious about working with more doctor clients, click here to learn more about the Cracking the Physician Code course, delivered LIVE beginning May 20th, 2025. For more tips and strategies to gr…
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Did you know that July 1st is like New Year’s Day in medicine? Doctors are coming to your community, and you have a natural opportunity to reach them. In this week’s episode of the Engaging Doctors Podcast, I share a practical guide to connecting with new doctors without pitching your services. You’ll learn: How to identify doctors moving to your t…
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New Book "How Doctors Build TrueWealth" is in Production!!!
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27:29It's been four years in the making. Finally, my new book How Doctors Build TrueWealth is in production. It helps physicians make conscious choices about how they earn, spend, invest and protect their money to create the lives they want. This is a book that financial advisors can give away to attract and engage more doctor clients. In this podcast, …
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Do you have clients in the grips of money anxiety--especially in the face of market volatility? Your goal is to help your clients make prudent financial choices. However, please remember that many of your clients respond to financial losses as if they're being chased by the saber-toothed tiger. Their nervous systems are responding as if their life …
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What Financial Advisors Need to Know about Med Mal Lawsuits
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25:14When a doctor faces a malpractice lawsuit, the emotional and financial toll can be overwhelming. As a financial advisor, how can you provide real value and support during this critical time? In this episode, Dr. Vicki Rackner shares her personal experience of being sued and offers key insights into how you can strengthen relationships with your phy…
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Financial Advisors: Protect Doctors from Scams and Fraud
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18:17If you are a financial advisor and want to have more conversations with doctors, join the conversations they are already having in their heads. Doctors worry about theft and fraud and scams. In this episode you will learn: 1. Why doctors are targeted by scammers. 2. What some common scams are 3. How you can deliver value as a financial advisor. Cli…
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Financial Advisors: Pharma’s Secrets to Winning Doctor Clients
28:06
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28:06In this episode of Engaging Doctors, Dr. Vicki Rackner reveals seven powerful marketing lessons financial advisors can learn from the pharmaceutical industry to attract and engage physician clients. Discover how pharma's data-driven strategies—such as strategic gifting, education-based marketing, influencer engagement, and digital transformation—ca…
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Are you a financial advisor looking to build strong, lasting relationships with physician clients? Understanding how doctors think, make decisions, and manage wealth is key to success in this unique market. In this episode, Dr. Vicki Rackner, a retired surgeon and physician engagement expert, reveals The 10 Laws of Physician Engagement—proven strat…
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Financial Advisors: How to Sell to Doctors
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20:12If you're a financial advisor, you market differently to doctors than to business-minded prospects. it's like adjusting your driving habits when you drive in England. In this podcast episode, learn about the "B2D Swap" to conduct business with doctors (b2D) more effectively. Click here to download The 9 Money Mistakes Doctors Make. Click here to do…
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If you're a financial advisor struggling to get past the gatekeeper and connect with doctors, you're not alone. Many advisors find traditional outreach methods ineffective when dealing with physicians. Why? Because doctors have built-in barriers to protect their time. In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired sur…
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The Secret to Success in the Medical Market
26:43
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26:43Marketing to doctors is like navigating a sailboat to your desired business destination of accelerated growth. Think of doctors’ innate perspectives and behaviors as the wind. And it blows in a different direction than you’re used to because “Suits”—business minded prospects— behave differently than “white coats” —doctor prospects. Sometimes market…
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Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!
22:50
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22:50If you're a financial advisor struggling to connect with doctor clients, you're not alone. Many advisors try traditional marketing strategies that work with business owners—only to find they fall flat with physicians. Why? Because doctors are wired differently. In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired surgeon tu…
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The Business Argument for Working with Doctor Clients
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17:10Are you a financial advisors interested in accelerating the growth of your practice? In this episode, discover the compelling business arguments for working with doctor clients. You will learn the many opportunities in the medical market, and learn why doctors represent ideal clients for financial advisors. For more tips and strategies to grow your…
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How to Break a Habit and Why It's So Hard to Do
13:27
13:27
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13:27What are habits, and why are they so hard to break? In this episode, we break down what a habit is and how to overcome unwanted habits, even when it's challenging. Listen to the podcast to learn more about how our brains work and discover how you can start reshaping your habits today! Link to the podcast episode about how our brains work: Ep. 27 A …
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You might have thoughts about your child with OCD, and these daily downloads will help you figure out how to create the results you want. Download the worksheet here. Get curious about your thoughts, and give yourself time to get the hang of this process. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on…
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If you have anxiety about the election results, you are not alone. In this episode Dr. Vicki offers some tips about moving forward in the face of the our future leadership. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights and resources on managing OCD.…
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Have you named your OCD monster? This episode explores embracing the parts of ourselves we hide while reclaiming control over the voices that don't define us. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights and resources on managing OCD.…
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What is Halloween like for someone with OCD? In this Free Me From OCD podcast episode, we take a closer look at Halloween—a holiday celebrated for its thrills and chills, yet one that can be particularly challenging for those dealing with OCD. We’ll dive into three key questions: 1. Why is Halloween so much fun for many? 2. Why isn’t Halloween as e…
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Helping Someone with OCD: It’s Not a Suicide Mission
9:40
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9:40If you parent an adult child with OCD, you might think that your job is to protect your loved one from the pain associated with unmanaged OCD. This is a suicide mission. In this podcast episode, see the more effective way to make a positive difference when someone you love is learning to manage OCD. Your secret weapon that will make the biggest dif…
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What If You’re Wrong About What’s Possible with OCD?
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11:06You may believe certain things are impossible due to OCD, whether for yourself or your child. But what if you're wrong? In today's podcast, we'll explore the possibilities beyond those limits. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights and resources on mana…
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Do You Have the Courage to Feel Your Feelings?
9:21
9:21
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9:21In this podcast, I’d like to discuss three steps to help you better connect with your emotions. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights and resources on managing OCD.By Dr. Vicki Rackner
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In this episode, Dr. Vicki highlights the therapeutic power of exercise and its potential to enhance mental well-being. She shares practical tips on incorporating movement into your daily routine if you have OCD. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights a…
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OCD themes can morph and change over time. Listen to this episode to hear Dr. Vicki describe the common themes. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights and resources on managing OCD.By Dr. Vicki Rackner
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OCD Therapist Tracie Ibrahim Tells Her OCD Story
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47:51It's a delight to welcome back Tracie Ibrahim. Tracie is an OCD/ERP therapist and practitioner. She also serves as the Chief Compliance Officer for NOCD. In this episode, Tracie shares the story of spending over 8 years of her childhood in inpatient psych facilities, and NO ONE--not one treating practitioner--ever considered the diagnosis of OCD. D…
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Could eliminating sugar from your help manage OCD? That's the topic for today. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook for more insights and resources on managing OCD.By Dr. Vicki Rackner
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In this empowering episode, Dr. Vicki Rackner dives into the powerful question: Who is the true you? She explores how our identities are shaped by experiences, societal labels, and, in the case of people with OCD, often by misleading thoughts. Dr. Rackner draws on her personal experience as a mother of a son with OCD, as well as her background as a…
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In this uplifting episode, Dr. Vicki Rackner flips the script on OCD by exploring how the same qualities that make OCD challenging can also serve as powerful gifts. From persistence and empathy to creativity and attention to detail, people with OCD possess remarkable strengths that can be harnessed and celebrated. Drawing from personal stories, inc…
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In this episode, Dr. Vicki Rackner explores the power of thoughts and how they shape our lives. Building on the previous episode about the origins of thoughts, today’s focus is on the importance of intentionally choosing your thoughts and thinking on purpose. Through relatable stories and practical exercises, Dr. Rackner explains how thoughts creat…
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Thoughts About Obsessions and Other Thoughts 1 of 2
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19:24In this episode, Dr. Vicki Rackner explores the critical role thoughts play in shaping our lives, especially for those living with OCD. She breaks down how thoughts, whether they are fleeting or obsessive, create feelings that drive our actions, which ultimately shape the results we experience in life. Dr. Rackner shares personal insights from her …
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6 Steps for Successful Difficult Conversations
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24:48Welcome to the Free Me From OCD Podcast! If you or someone you love has OCD, you know that OCD can hold you hostage, taking control over your thoughts and emotions. But here, we’re all about reclaiming that control and learning how to face life’s challenges with confidence. I’m your host, Dr. Vicki Rackner, and today’s episode will focus on somethi…
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The best fuel to drive your efforts to be freed from OCD is a focus on what you want. In this episode, you will learn the three steps to getting what you want, and the powerful Freedom Formula self-coaching tool to make them happen. Connect with Dr. Vicki Rackner: Website: FreeMeFromOCD.org Social Media: Follow Dr. Rackner on Instagram and Facebook…
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