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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
Arrow and text "What Do Advisors Think Is the Best Financial Planning Software?"

December 12, 2025

What Do Advisors Think Is the Best Planning Software?

Here are some words straight from financial advisors as to why THEY continue to choose RightCapital.

  • Advisor Stories
  • Industry Intel
Michael Kitces quote, "The nature of tax planning now is different. We've gone from, ‘I do tax planning around what I'm implementing for you’ to this realm of ‘I'm going to pull out your tax return and see if I can find opportunities and ideas that might lay some additional value on you.’"

March 3, 2025

5 Insights from Michael Kitces on Tax Planning in 2025

Michael Kitces dives into why tax planning is an important service for advisors and how to integrate it into your practice.

  • Planning
  • Industry Intel
  • Advisor Stories
Katherine Fox headshot and quote, "I don’t miss eMoney or MoneyGuidePro at all. I don’t think they’re ideal for the way that most people actually take in information.”

December 2, 2024

How An Advisor Simplifies Financial Situations of Inheritors

Katherine Fox, CFP®, CAP®, uses RightCapital to demystify the intricate financial situations of current and future inheritors.

  • Advisor Stories

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