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Shuang Chen

Recent Posts

RightCapital Secures $1.6 Million Seed Money, Inks Multiple Enterprise Deals

Posted by Shuang Chen on June 26, 2017

New Haven, CT (June 26th, 2017) RightCapital, Inc., a leading financial planning software platform for Registered Investment Advisors and Independent Broker-Dealers, has secured $1.6 million in new seed capital funding. Camellia Venture Capital led the round with other individual strategic investors also participating. RightCapital, Inc. also announces multiple enterprise deals with both Registered Investment Advisors and independent Broker Dealers.

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Topics: RightCapital

Engage prospects with a conversation about Social Security strategy

Posted by Shuang Chen on November 17, 2016

Do you feel comfortable talking with your prospects about Social Security?

Do you avoid going deeper with clients in conversations about Social Security because you find it difficult to illustrate potential outcomes in a way that motivates them to act?

What if you could provide prospects with an interactive tool to show the impact different Social Security scenarios would have on their Retirement success?

 

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Topics: Grow your business

Acquire new clients with a conversation on tax efficient distributions

Posted by Shuang Chen on September 30, 2016

Are you capturing new clients with tax-efficient drawdown strategy conversations?

Is your practice not growing as fast as you would like?  Are you missing that unique story that captures prospects attention?

We might have an answer for you.

What if you could provide your prospects who are approaching retirement or already retired a new view on how different retirement distribution strategies could save them $1 million or more in taxes?

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Topics: Financial Planning

RightCapital Leads: advisors' personally branded mint.com

Posted by Shuang Chen on September 22, 2016
Launch of RightCapital Leads

RightCapital is proud to announce the launch of RightCapital Leads at the XYPN Conference 2016. RightCapital Leads is a lead generation tool designed specifically for financial advisors to help them generate, nurture and convert leads into clients.

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The Advisor Website: 5 Critical Things to Consider

Posted by Shuang Chen on July 27, 2016

Timothy Baker, CFP® founded WealthShape after spending over a decade traveling across the United States, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve the quality of life.

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Topics: social media, website

I use technology to provide personalized financial planning services virtually to Gen X/Y clients

Posted by Shuang Chen on May 13, 2016

Katie Brewer is a certified financial planner. She started Your Richest Life because she believes that young professionals should have access to a financial coach. Below is our interview with Katie.

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Topics: Financial Planning, multi-generational planning

In Retirement Planning, Simplifying Tax Modeling Can Be Simply Imprudent

Posted by Shuang Chen on March 26, 2016

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in their retirement plan. While it is impractical to incorporate all the tax details in your clients’ retirement plans, it is absolutely critical to be able to reasonably account for tax expenses in the retirement plans you prepare.

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Topics: Retirement

Identifying and Managing risks: banks, life insurance companies and financial planners

Posted by Shuang Chen on March 10, 2016

Banks, life insurance companies and financial planners are all in the business of identifying and managing risk for their clients. There are a lot of similarities between how banks and life insurance companies manage risk and the tools financial planners use to help clients manage their financial futures. We’d like to compare them and explain how financial planners can take advantage of the methods that banks and insurance companies have learned to manage financial risks.

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Topics: risk management, monte carlo simulation