Want to know what’s new?
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.
Thought Leader. You’ve likely heard the slightly abstract, marketing sounding term, but do you know what actually it means? Or maybe you know what it means but you aren’t sure why or how becoming a thought leader could benefit your advisory practice. Either way, becoming an identified opinion leader or go-to person in your field (aka thought leader) can be extremely valuable for a financial advisor.
Want to know what’s new?
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.
Want to know what’s new?
It can be hard to keep track of the latest and greatest news from RightCapital. So 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.
This holiday season has interesting juxtapositions. We’re busy as ever yet are supposed to be reflective; we should slow down, but somehow life seems to speed up. But one thing is certainly true: we’re all beginning (or continuing!) to think about who we want to be in 2019 and what changes we will need to make to get ourselves there. In other words, we are all looking forward to what is to come.
Ensuring your clients see the value you provide is something that keeps many advisors up at night. “Is my client happy with my services?” “Is she using the tools, resources, and reports that I share?” “Does he see me delivering the value that we discussed at the very beginning?” Wouldn’t it be nice to easily obtain the answers to these questions? Keeping your clients engaged with your practice is the best way to know where you stand.
Kyle Moore, CFP® founded Quarry Hill Advisors with the goal of helping others align their money with their values and make a lifetime of smart decisions with their resources. As one of our brand ambassadors, Kyle discussed how he helps clients transition to retirement with a smart tax strategy during a recent webinar. The following blog post provides even more detail about how Kyle incorporates retirement transition tax planning into his practice.
Meg Bartelt, CFP®, MSFP is the founder of Flow Financial Planning and one of our newly minted RightCapital Brand Ambassadors. She is a fee-only, virtual financial planner dedicated to helping women in tech cultivate financial strength and connect to a larger professional support network. She recently shared some insight as to how she runs her practice and here's what she had to say.
Now your clients can access their finances anytime, anywhere.
RightCapital is excited to announce the launch of the industry’s only native financial planning mobile app today at XYPN Live 2018!
Clients value your ability to explain how their investments impact their financial goals. You are a coach, a hand holder, a truth teller, and realist. Helping a client realize their financial dreams goes far beyond dollars and cents and a sound investment philosophy. It requires trust, honesty, and communication much like all relationships. But building relationships takes time and trust can be hard to come by. Adding investment education into your financial planning process is one of the easiest ways to build trust and rapport with your clients.