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.
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!
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.