RightCapital Blog

Regulation Best Interest - Get Compliance Ready with RightCapital

On June 30th expanded Regulation Best Interest (Reg BI) rules take full effect. The regulation is designed to provide an additional layer of care and concern for ‘retail customers’ of financial professionals. More simply put, the best interests of your client must come first at all times.

RightCapital Gives Back

In an effort to support our local community, RightCapital started the 'Give Back' initiative to help keep our local businesses thriving.

RightCapital Offers 3 Months Free Access to RightPay Payment Solution

RightCapital wants to assist advisors during the COVID-19 pandemic by making their RightPay payment solution free for three months. RightPay can help advisors add a new revenue stream to their practice by providing an easy way to collect one time or subscription based payments via credit card.

April Updates

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

Lead Generation with the RightCapital Growth Program

We developed the Growth Program to be easy to use and easy to implement with customizable email and social media templates geared toward your prospects. This program can be used to jumpstart your lead generation, efforts or to complement your current marketing efforts.

COVID-19: Educational Tools and Best Practices

RightCapital remains committed to supporting its clients with educational tools and best practices during these difficult times.

March Updates

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

5 Ways for Financial Advisors to Remain Compliant on Social Media

It's so important that your advisory firm knows how to remain compliant on social media, so follow these tips to ensure you have a strong social strategy.

February Updates

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

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

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

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

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.

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