What session draws a standing-room-only crowd of physicians at a national meeting—and what can financial advisors learn from it?

In this episode, Dr. Vicki Rackner explores a recent American College of Surgeons session “How to Gain Control of Our Professional Lives and Reclaim Our Autonomy” means for the financial advisors who serve them.

Discover how to connect financial planning with the choices doctors want their wealth to make possible. You’ll hear practical language for opening that conversation, questions that uncover financial and nonfinancial obstacles, and ways to help clients identify a manageable next step.

Dr. Vicki also introduces agency, autonomy, and legacy as three lenses for exploring each physician’s priorities.

Start with one question: “What would you like your financial plan to give you the freedom to do?”

You are most successful when you can join conversations already happening in doctors' heads. In this episode, learn what those conversations are. After listening to this episode, financial advisors will be able to:

• Recognize how financial foundations can expand physicians’ practical choices, including reducing hours or changing positions.
• Use agency, autonomy, and legacy as conversation prompts to explore each physician’s priorities.
• Open a respectful conversation about what doctor clients want their financial plans to make possible.
• Help clients identify one concrete next step, while recognizing financial and nonfinancial obstacles to action.

Click here to access the complimentary training, "How to Attract, Engage and Serve Doctor Clients.

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