RightCapital Financial Advisor Blog

Elevate Your Practice with Dynamic Retirement Spending Strategies

Learn about the limitations of static, inflation-adjusted retirement spending strategies and explore more flexible options such as staged spending, retirement spending smile, and dynamic retirement spending strategies that automatically respond to unpredictable markets.
Nov 12, 2021

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.
Oct 07, 2021

3 Ways to Move Forward from COVID-19 in 2021

We made it through one of the most difficult years in the last decade, and while it's easy to focus on everything that went wrong, we wanted to share some of the things that went right.
May 22, 2021

4 Considerations for Clients Investing in Real Estate

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.
May 20, 2021

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.
May 13, 2021

A Year In Review: Finding the Silver Lining

A Year In Review: Finding the Silver Lining
Jan 06, 2021

5 Trends Financial Planners Can Anticipate in 2021

As more and more people receive the COVID-19 vaccine and various states begin re-opening and lifting coronavirus restrictions, you might find yourself a little stuck on how to move forward. Look at this as an opportunity to ...
Dec 18, 2020

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.
Jun 25, 2020

RightCapital Gives Back

In an effort to support our local community, RightCapital started the 'Give Back' initiative to help keep our local businesses thriving.
May 26, 2020

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.
May 21, 2020

April Updates

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
May 13, 2020

COVID-19: Educational Tools and Best Practices

RightCapital remains committed to supporting its clients with educational tools and best practices during these difficult times.
May 05, 2020

March Updates

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Apr 13, 2020

5 Ways for Financial Advisors to Remain Compliant on Social Media

Having a social media presence for your advisory practice is a necessity these days.
Mar 25, 2020

February Updates

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Mar 06, 2020

January Re-cap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Feb 14, 2020

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.
Feb 14, 2020

December Re-cap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Jan 21, 2020

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.
Dec 03, 2019

October Recap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Nov 14, 2019

November Re-cap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Nov 11, 2019

What's New- September Recap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Oct 09, 2019

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.
Sep 27, 2019

What's New - August Recap

Learn about the latest product updates, content, and webinars from RightCapital financial planning software.
Sep 09, 2019

What's New - July Recap

Learn about updates, new features, and the latest content from RightCapital Financial Planning Software.
Aug 20, 2019

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.
Aug 07, 2019

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!
Jul 17, 2019

What's New - June Recap

Learn about updates, new features, and the latest content from RightCapital Financial Planning Software.
Jul 10, 2019

Expanding your client’s experience

Learn how you can expand and improve your client's experience from RightCapital's Director of Customer Success.
Jun 26, 2019

Advisor Spotlight: Willis Ashby

Learn how the Founder and President of Integra Financial uses RightCapital Financial Planning software in his advisory practice.
Jun 19, 2019

What's New - May Recap

Financial advisors, catch up on the latest news, updates, and features from RightCapital financial planning software.
Jun 07, 2019

5 Tools to Help Financial Advisors Master Social Media

Having a social media presence for your advisory practice is a necessity these days.
May 31, 2019

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.
May 08, 2019

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.
Feb 06, 2019

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.
Dec 19, 2018

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.
Dec 05, 2018

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.
Nov 26, 2018

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.
Oct 24, 2018

The RightCapital Mobile App is Here!

Your clients can now access their finances anytime, anywhere with the RightCapital mobile app.
Sep 24, 2018

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.
Sep 17, 2018

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.
Jul 12, 2018

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.
May 23, 2018

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.
Apr 09, 2018

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!
Mar 08, 2018

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.
Oct 03, 2017

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.
Jun 26, 2017

Engage Prospects with a Conversation about Social Security Strategies

Engage prospects by having a conversation about social security strategies with RightCapital Planning Software.
Nov 17, 2016

Acquire New Clients with a Conversation on Tax Efficient Distributions

You can provide your prospects who are approaching retirement or already retired a new view on how different retirement distribution strategies could save them thousands or more in taxes!
Sep 30, 2016

Lead Generation Tool Designed for Financial Advisors

RightCapital Leads is a lead generation tool designed specifically for financial advisors to help them generate, nurture and convert leads into clients.
Sep 22, 2016

The Financial Advisor Website: 5 Critical Things to Consider

Timothy Baker, CFP® discusses the 5 critical things to consider when creating a website as a financial advisor.
Jul 27, 2016

I Use Technology to Provide Personalized Financial Planning Services Virtually to Gen X/Y Clients

Learn how Katie Brewer CFP started Your Richest Life and how she uses technology to provide personalized financial planning services virtually to gen x/y clients.
May 13, 2016

Simplifying Tax Modeling in Retirement Planning

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
Mar 26, 2016

Financial Planners: Identify and Manage Risk

RightCapital compares how banks and life insurance companies identify and manage risk for clients and how financial planners can use those methods.
Mar 10, 2016