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Resources

There are many ways you can use RightCapital to grow your business including webinars, flyers, videos, and more.

Free Value-Added Webinars

Icon - Webinars on advanced financial planning topics

Grow Your Business - CFP CE

Monthly webinar on important

industry topics.

Icon - practice management webinars for financial advisors

Practice Management Webinars

Monthly webinar on best practices

to engage prospects and clients.

Icon - Weekly Right Capital product training webinars

Training Webinars

Weekly training webinars to get

you up to speed quickly.

Schedule a Demo
Advisor Marketing Program

Prospecting Videos

Video Thumbnail Image - Change Your Financial Future Today
Change Your Financial Future Today
Video Thumbnail Image - Benefit from Tax-Efficient Distribution Strategy
Benefit From Tax-Efficient Distribution
Video Thumbnail Image - Stay on Top of Your Financial Life
Stay on Top of Your Financial Life

Client-Facing Flyers

A retired couple riding bicycles side by side
Flyers Focused on Retirement
Children happily running on a school hallway
Flyers Focused on Saving for the Future
A couple sitting on a beach
Flyers Focused on Social Security Benefits and More

Client-Facing PowerPoints

Retired couple smiling with arms around each other
Review When to Begin Social Security Benefits with Clients
Man relaxing in the sun with text overlay of "Winning Clients Near Retirement by Focusing on Tax-Efficient Distribution Strategies" as a Client-Facing PowerPoint
Explain the Benefits of Tax-Efficient Distribution Strategies
Woman traveler looking out at ocean and mountains with text overlay of "Dynamic Retirement Spending Strategies" to indicate cover of client-facing PowerPoint
Demonstrate Dynamic Retirement Spending Strategies