For Financial Advisors, Tax Strategists and Insurance Sales Professionals who want to set themselves up for success in 2023 by working with more doctor clients.
ABOUT THE QUIZ CREATOR VICKI RACKNER, MD
Principal, Engaging Doctors
Since 2008, Dr. Rackner has helped thousands of advisors attract, engage and serve doctor clients. You'll take away best practices so you can join other high-performing financial advisors working with doctor clients.
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