Advisor Stories
 "Text on blue background describes how Warren Duthie grew AUM six-fold in three years with RightCapital. Warren Duthie in a black shirt smiles outdoors.")
October 9, 2026
How Warren Duthie Grew AUM From $27M to $170M and Stopped Being Embarrassed by His Software
Warren Duthie credits RightCapital for his faster meetings, clearer client conversations, and as a big part of his firm's growth.
- Advisor Stories
 "Text on a blue background reads, \"Financial Planning for Childfree Clients: A 60 Million Person Opportunity.\"")
September 24, 2026
Financial Planning for Childfree Clients: A 60 Million Person Opportunity
About 60 million U.S. adults are childfree, and most have never worked with a financial advisor. Dr. Jay Zigmont, CFP, explains what these clients need.
- Advisor Stories
 "Portrait of Sal Lavely next to text: \"When Clients Become Planning Partners: How One Advisor Simplifies Tax and Insurance Decisions.\"")
September 15, 2026
When Clients Become Planning Partners: How One Advisor Simplifies Tax and Insurance Decisions
Advisor Sal Lavely has clients enter their own data into RightCapital so tax and insurance recommendations arrive as conclusions clients can trace themselves.
- Advisor Stories
 "Scott Frey headshot with text reading \"How Switching from MoneyGuide Gave This Advisor More Time for Clients\" on a blue background with an upward arrow.")
August 11, 2026
How Switching from MoneyGuide Gave This Advisor More Time for Clients
Advisor Scott Frey switched to RightCapital from MoneyGuide and found more time to effect change, an easy transition, increased engagement, and much more.
- Advisor Stories
 "Derek Mazzarella headshot and title \"How This Advisor Earns New Business with Tax-Efficient Distributions\"")
July 28, 2026
How This Advisor Earns New Business with Tax-Efficient Distributions
Derek Mazzarella was searching for a software that was easy for clients to understand and offered enough tools for advisors.
- Advisor Stories
 "Nicole Burdick headshot next to text: \"How Money Maven Financial Switched from eMoney and Found a 'Night-and-Day Difference\"")
July 14, 2026
How Money Maven Financial Switched from eMoney and Found a “Night-and-Day Difference”
Nicole Burdick was looking for a more efficient, self-branded platform and found increased client satisfaction and more.
- Advisor Stories
 "Thomas Marki headshot & title: \"How This Firm Turns Complex Tax Strategies into Real-Dollar Wins for Business Owners with RightCapital\"")
June 29, 2026
How This Firm Turns Complex Tax Strategies into Real-Dollar Wins for Business Owners with RightCapital
Since adopting RightCapital, Thomas Marki has translated complex tax, estate, and charitable strategies into visuals that clients grasp in minutes.
- Advisor Stories
 "Patrick Williford headshot and title \"How This Advisor Grew His Practice 166% with a Planning-First Approach and RightCapital\"")
June 15, 2026
How This Advisor Grew His Practice 166% with a Planning-First Approach and RightCapital
A planning-first philosophy can drive meaningful growth. Patrick Williford's practice grew 166% over three years by leading with the plan rather than the portfolio.
- Advisor Stories
 "Headshot of Cary Green and Jean Jacques Widmaier of Green Era Financial and title How Green Era Financial Migrated from eMoney to RightCapital and Improved Their Planning Along the Way")
June 2, 2026
How Green Era Financial Migrated from eMoney to RightCapital and Improved Their Planning Along the Way
Green Era Financial discusses the decision, process, and recommendations of moving clients from eMoney to RightCapital.
- Advisor Stories
 "Title of \"Charging for Financial Planning: How One Firm Established a Membership-Based Model\"")
April 10, 2026
Charging for Financial Planning: How One Firm Established a Membership-Based Model
Ron Bullis discusses charging for financial planning and his firm’s membership-based model as an alternative to traditional AUM pricing.
- Advisor Stories
- Practice Management
 "Michael Whitman headshot and title of \"How a Financial Advisor Saved $8400 a Year Consolidating His Tech Stack with RightCapital\"")
March 27, 2026
How Tech Stack Consolidation Saves This Advisor $8,400/Year
Michael Whitman explains how RightCapital enables him to better serve his clients, while consolidating his in-house tech stack.
- Advisor Stories
- Practice Management
 "Text of \"How to Evaluate WealthTech AI for Financial Advisors\"")
March 10, 2026
How to Evaluate WealthTech AI for Financial Advisors
Our Q1 RightInsights event was focused on key WealthTech and AI trends. We hosted industry experts Michael Kitces and John O’Connell. Here, we collect their thoughts.
- Advisor Stories
- Industry Intel
- Practice Management
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