Advisor Success Stories

Learn how advisors and firms use RightCapital to grow their practices.

Maggie Johndrow of Johndrow Wealth Management sitting at a table in an office
Helping Clients Make the Right Choices

Maggie Johndrow—managing partner and financial advisor at Johndrow Wealth Management—uses RightCapital to help clients make the right choices for them.

Starting a New RIA with RightCapital

When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.

Tax-Efficient Strategies to Win Clients

Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.

Maintaining 100% Client Retention Rate

Matt Fortney’s practice has maintained a 100% retention rate with all clients who have worked on a plan with them through RightCapital over the last 4+ years.