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5 Mistakes Financial Advisors Can Avoid

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Manage episode 480422439 series 3649751
Content provided by Dr. Vicki Rackner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Vicki Rackner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 grow your practice by working with more doctor clients:

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 480422439 series 3649751
Content provided by Dr. Vicki Rackner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Vicki Rackner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 grow your practice by working with more doctor clients:

  continue reading

15 episodes

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