When a doctor asks AI for help finding a financial advisor… will it find you?
In the latest episode of the Engaging Doctors Podcast, I sit down with my own mentor and AI strategist, Lisa Larter, to talk about how financial advisors can harness AI to attract, engage, and serve more doctor clients.
Lisa has been on the front edge of digital change since the early days of social media.
Today, she helps professionals and business owners integrate AI into their marketing and operations in a practical, profitable way.
In this episode, we discuss:
If you’ve been curious about AI but not sure where to start—or worried about compliance, your voice, or the learning curve—this conversation will give you clarity and practical first steps.
Read, watch or listen to this episode here.
Whether you’re just dipping your toe into AI or already experimenting with tools like ChatGPT, this episode will help you:
After you listen, I’d love to hear from you:
What’s one way you see yourself using AI in your practice this year?
In the latest episode of the Engaging Doctors Podcast, I sit down with my own mentor and AI strategist, Lisa Larter, to talk about how financial advisors can harness AI to attract, engage, and serve more doctor clients.
Lisa has been on the front edge of digital change since the early days of social media.
Today, she helps professionals and business owners integrate AI into their marketing and operations in a practical, profitable way.
In this episode, we discuss:
- Why AI literacy is now a core business skill for financial advisors
- How AI is quietly disrupting website traffic and the old “funnel” model
- What you can do to become the advisor AI recommends to physicians
- Simple ways to use AI as your strategic thought partner (not just a content machine)
- The biggest mistakes advisors make with AI—and how to avoid them
- Real examples of professionals closing bigger deals and getting better leads with AI
If you’ve been curious about AI but not sure where to start—or worried about compliance, your voice, or the learning curve—this conversation will give you clarity and practical first steps.
Read, watch or listen to this episode here.
Whether you’re just dipping your toe into AI or already experimenting with tools like ChatGPT, this episode will help you:
- Think more strategically about how doctors will find you in 2026 and beyond
- Identify where AI can save you time and mental energy
- See how AI can actually support compliance-friendly, physician-specific marketing
After you listen, I’d love to hear from you:
What’s one way you see yourself using AI in your practice this year?