"A recent study reveals that almost half of physicians are behind where they would like to be in retirement preparedness," says Vicki Rackner MD, President of Targeting Doctors. "Yet, only about half of physicians work with a financial advisors."
She asks, "Could it be that the physicians who feel prepared are the ones in the hands of trusted financial advisors?"
The AMA Insurance Agency's 2013 Report on U.S. Physicians' Financial Preparedness shows that only 6% of physicians are ahead in their retirement planning. The factor that sets them apart is a higher financial literacy.
Obamacare, rising business costs and falling fees squeeze physicians from both ends. They want to make the most of the money they have.
Rackner says, "There's a clear market need for financial services professionals who want to work with physician clients. Special strategies and tactics can help financial advisors successfully navigate the world of medicine and engage physician prospects."
Targeting Doctors is an organization that offers financial advisors and others the tools to acquire more physician clients. Dr. Vicki Rackner, the President, leverages her experience as a practicing surgeon and entrepreneur to help bridge the gap between the world of medicine and the world of business. She can be reached at (425) 451-3777. Sign up below for free marketing tips to help you engage physician prospects.
We would never share your name.