Watch How RightCapital Can Help Answer the Top 5 Planning Questions Advisors Are Asked

27 Jul 2022

Couple meeting with financial advisor

Watch Ted Denbow, VP, Head of Sales, demonstrate a case study about pre-retirees Ricky and Carley Bobby. The Bobby family asks five questions about their financial futures that advisors hear most from clients and Ted explains how to answer these questions with scenarios, calculations, and clear visuals within RightCapital’s financial planning software. RightCapital has the highest satisfaction ratings by users, according to both the 2021 Kitces Report and the 2022 T3 Inside Information Survey.