Creating Your First Plan in RightCapital in 2024

Join us as we provide a detailed overview of creating a financial plan in RightCapital. In addition to creating a plan, we will review the following:
• Tips and tricks for the Advisor Portal
• How to brand your RightCapital account
• Reviewing the six steps of initial data entry
• Advisor Resources
• Live Q&A
[Originally presented 2/27/24]
----------------------------
📊 About RightCapital
RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction*.
*Source: The Kitces Report - 2023 AdvisorTech Study, www.kitces.com...
For more information, visit www.rightcapit...
🤳 Connect with us on Social Media
KZbin ➡️ / rightcapital
LinkedIn ➡️ / rightcapital
X (formerly Twitter) ➡️ x.com/RightCap...
Facebook ➡️ / rightcapitalhq
Instagram ➡️ / rightcapital
TikTok ➡️ / rightcapital
👍 Like and subscribe for more!