RightCapital Financial Advisor Blog

Ted Denbow, VP/Head of Sales, walked through a case study showing how advisors can address these important services easily within RightCapital’s financial planning software, services that 4/10 RIAs are not offering.

We wanted to fill you in on our favorite updates from the last three months, such as additional flexibility for Roth conversions, firm-wide assumptions, increased trust-planning capabilities, and more!

We’ve come up with a few tips to communicate effectively with clients during volatile markets to help alleviate any anxiety.

Time is of the essence and it seems each day even more distractions pop up. Below are some suggestions as to how you can save time and increase productivity.

With RightCapital, advisors can choose from cash flow, goals-based, or a “secret sauce” third option of modified cash-flow.

Meet the people behind the curtain who make up the Operations Team here at RightCapital.

Here at RightCapital, we aim to set you up for success, so we offer plenty of free training opportunities, including our weekly interactive webinars.

Each demo is a personalized one-on-one virtual meeting with a member of our Sales Team, at a time that works for you.

The goal of financial planning software is to maximize the success of your clients and to help them understand the purpose of the plan you set forth. The latest Kitces Report of independent financial advisors found that 83% of advisors are currently using a financial planning software—if you’re not one of them, we’re here to convince you to join the trend!

Your clients can access their finances anytime, anywhere with the RightCapital mobile app.

Having a social media presence for your advisory practice is a necessity these days. Here are some easy tips on how you can master social media, once and for all.

The latest Kitces Report, “The Technology That Independent Financial Advisors Actually Use (And Like),” released on January 31, 2022, provides an in-depth overview of all major advisor tech stack categories and how advisors feel about their current solutions. We loved poring over the 74-page report, but if you haven’t gotten through it all yet, here’s a quick summary on the current state of the financial planning software market.

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

The real estate market in many parts of the country has become a hot topic, especially as demand surges, but inventory remains low. With this in mind, it can be expected that financial professionals will be having client conversations around investing or selling real estate. Whether working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it’s important to consider all factors before advising clients on how to approach real estate investments. Here are four key considerations to keep in mind.

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.

Learn how you can expand and improve your client's experience from RightCapital's Director of Customer Success.

Learn how Meg Bartelt CFP®, MSFP uses financial planning to change lives with RightCapital financial planning software and the services she provides.

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.

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

RightCapital compares how banks and life insurance companies identify and manage risk for clients and how financial planners can use those methods.