RightCapital Financial Advisor Blog

6 Ways Financial Advisors can use RightCapital's Prospecting Videos

6 Ways Financial Advisors can use RightCapital's Prospecting Videos

One of the best ways to capture a prospects attention is through video. RightCapital makes it easy for you to prospect through video with our customizable, and engaging videos that you can use in whatever way you see fit.

January Re-cap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.

December Re-cap

December Re-cap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.

November Re-cap

November Re-cap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.

10 Festive Holiday Gift Ideas for Your Clients

10 Festive Holiday Gift Ideas for Your Clients

In the midst of this magical time of year it is important to show appreciation to your clients by sending them a little something special for the holidays.

October Recap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.

What's New- September Recap

What's New- September Recap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.

Retirement VS Disability Benefits: Which Is Right For Your Client?

Retirement VS Disability Benefits: Which Is Right For Your Client?

There are many factors that come into consideration when you’re planning a client’s retirement. This is especially true if your client has a disability and you’re not sure if you should recommend they start receiving Social Security disability benefits or simply apply for retirement.

What's New - August Recap

What's New - August Recap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.

What's New - July Recap

What's New - July Recap

Learn about updates, new features, and the latest content from RightCapital Financial Planning Software.

Advisor Spotlight: Arielle Minicozzi, CFP®, CSLP®

Advisor Spotlight: Arielle Minicozzi, CFP®, CSLP®

Learn how financial advisor, student loan specialist, mortgage guru and automation queen Arielle Minicozzi uses RightCapital Financial Planning software to convert prospects and help her clients at Modern Money Advisor Financial Planning learn the truth about their saving and spending.

Keyboard shortcuts financial advisors NEED to know

Keyboard shortcuts financial advisors NEED to know

Odds are you were taught not to take shortcuts through life because “in the long run it will get you no where”. Well- in this case that’s not true! There is a time and place for shortcuts-- and friends, this is it!

What's New - June Recap

What's New - June Recap

Learn about updates, new features, and the latest content from RightCapital Financial Planning Software.

Expanding your client’s experience

Expanding your client’s experience

Learn how you can expand and improve your client's experience from RightCapital's Director of Customer Success.

Advisor Spotlight: Willis Ashby

Learn how the Founder and President of Integra Financial uses RightCapital Financial Planning software in his advisory practice.

What's New - May Recap

What's New - May Recap

Financial advisors, catch up on the latest news, updates, and features from RightCapital financial planning software.

5 Tools to Help Financial Advisors Master Social Media

5 Tools to Help Financial Advisors Master Social Media

Having a social media presence for your advisory practice is a necessity these days.

What's New - April Recap

What's New - April Recap

It can be hard to keep track of the latest and greatest news from RightCapital, so here is our latest monthly blog post to help keep you informed of updates to content, tools, and more.

What's New - March Recap

What's New - March Recap

Financial advisors, see what's new on the RightCapital financial planning platform including product updates, content, webinars and more.

4 Benefits of Becoming a Thought Leader

4 Benefits of Becoming a Thought Leader

Becoming an identified opinion leader or go-to person in your field can be extremely valuable for a financial advisor.

What's New - February Recap

What's New - February Recap

It can be hard to keep track of the latest and greatest news from RightCapital, so here is our latest monthly blog post to help keep you informed of updates to content, tools, and more.

What's New - January Recap

What's New - January Recap

In an effort to make your life easier and keep you more informed of the latest content, tools, and updates, we will be writing a monthly blog post chock full of news just for you.

Enhancing Your Client Experience

Enhancing Your Client Experience

One thing we heard from surveying our customers and from our everyday conversations is that we at RightCapital are collectively focused on your clients. We provide you with the tools you need to have happy and successful clients – clients that understand how to achieve financial success.

6 Ways to Engage Your Clients

6 Ways to Engage Your Clients

Ensuring your clients see the value you provide is something that keeps many advisors up at night. Keeping your clients engaged with your practice is the best way to know where you stand.

Show Your Value with Retirement Transition Tax Planning

Show Your Value with Retirement Transition Tax Planning

Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.