The LIVE Physician Insider Immersive

This is not passive learning.

This is live implementation, live coaching, live workshopping, and real-time strategic refinement
led by surgeon, author, and physician-insider Dr. Vicki Rackner.

You will leave with:

• Clearer physician positioning
• Stronger marketing messages
• Practical physician-focused strategies
• Deeper confidence
• Implementation plans
• Refined conversations
• And a clearer path toward becoming the advisor doctors naturally think of when financial
         conversations arise.

The Physician Insider Intensive is designed for the advisor who wants more than

“a few more doctor clients.”

Some advisors occasionally attract physicians.
Others become known within physician communities.

They become:

• the trusted resource
• the advisor doctors feel comfortable                   introducing
• the person physicians quietly mention to partners, colleagues, trainees, and friends

 That level of trust does not happen accidentally.

It comes from understanding:

• physician psychology
• physician culture
• physician communication
• physician fears
• and the kinds of conversations doctors rarely have anywhere else.

That’s what this Intensive is designed to help you build.

This experience is ideal for advisors who:

• want to specialize in physicians
• already work with doctors and want to deepen momentum
• want stronger physician introductions
• want to refine their positioning and messaging
• want to become known within physician communities
• are ready for a higher level of implementation and strategic thinking.

THE WHAT YOU’LL WALK AWAY WITH

You and your team will leave with the exact strategies to:

1. Choose Your Doctor Clients

Not every physician niche is the right fit.

You’ll learn how to think strategically about:

• specialty
• geography
• culture
• personality fit
• career stage
• and physician communities that align with your strengths and goals.

2. Offer Million-Dollar Marketing Messages

Most advisors sound interchangeable.

You’ll learn how to create messaging that:

• resonates emotionally with physicians
• creates relevance and trust
• differentiates you from generic advisors
• positions you as physician-friendly without sounding gimmicky or sales-oriented

3. Cultivate a Culture of Introductions

Doctors rarely respond to traditional marketing the way other consumers do.

Physician relationships grow through:

• trust
• reputation
• shared experience
• and meaningful introductions.

You’ll learn how to create experiences and relationships that naturally lead physicians to think:

“You should talk with my advisor.”

4. Launch Physician-Focused Marketing Campaigns

We’ll workshop practical ways to:

• engage physicians
• stay visible
• create value
• strengthen relationships
• and build long-term momentum within physician communities.

5. Master a Framework for Having Difficult Conversations About Money

Doctors often avoid emotionally charged financial conversations.

You’ll learn frameworks for discussing:

• spending
• debt
• fear
• burnout
• financial identity
• wealth-building
• and emotionally difficult decisions

in ways that create trust and safety rather than defensiveness.

6. Learn about the Financial Identities—And How They Can Help You Engage Doctors

 Dr. Rackner will introduce new concepts and frameworks from her upcoming work, including:

• financial identity
• physician money psychology
• safety and the nervous system
• why intelligent, successful doctors still struggle financially
• and how advisors can create deeper trust and implementation.