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 Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
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 Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
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® 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 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 Learn about updates, new features, and the latest content from RightCapital Financial Planning Software.
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 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 Having a social media presence for your advisory practice is a necessity these days.
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 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 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 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 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 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 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 Learn how Kyle Moore, CFP® founder of Quarry Hill Advisors incorporates retirement transition tax planning into his practice.
How I Use Financial Planning to Change Lives Learn how Meg Bartelt CFP®, MSFP uses financial planning to change lives with RightCapital financial planning software and the services she provides.
The RightCapital Mobile App is Here! Your clients can now access their finances anytime, anywhere with the RightCapital mobile app.
5 Benefits of Adding Investment Education into Your Financial Planning Process Financial advisors, learn five benefits to adding investment education into your financial planning process.
3 Steps for Tackling Student Loan Debt Repayment with Clients Recent graduates know they need a plan to pay off their debt, but many aren’t sure how to get started and are left feeling overwhelmed and confused. Here are 3 steps for helping them tackle student load debt repayment.