RightCapital Blog

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.

5 Ways for Financial Advisors to Save Time and Increase Productivity

If finding ways to be more efficient hasn’t made your to do list, don’t worry. We’ve identified 5 ways for financial advisors to save time and increase productivity.

Bridge Building and Tax Efficient Distribution Strategies

Your clients have worked hard to save for their retirement, help them make the most of their money by explaining the three typical retirement drawdown strategies.

4 Questions that Simplify Social Security Benefits

It’s never too early to talk to your clients about retirement and long term financial goals. Here are 4 social security questions to review with your clients!

Tax Planning Opportunities with the Tax Cut and Jobs Act

Learn to explain how the Tax Cut and Jobs Act affect your clients and provide appropriate solutions.

Grow Your Business with our New Prospecting Video

Our prospecting video highlights the service and technology you provide as a financial advisor to your valued clients.

RightCapital Financial Planning Software, Secures $1.6 Million Seed Money, Inks Enterprise Deals

RightCapital has secured $1.6 million in new seed capital funding and announces multiple enterprise deals with both Registered Investment Advisors and independent Broker Dealers.

Engage Prospects with a Conversation about Social Security Strategies

Engage prospects by having a conversation about social security strategies with RightCapital Planning Software.

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