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Presenting Your First Plan within RightCapital in 2024
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Join us to review best practices for presenting your first financial plan within RightCapital. During this webinar, we will review the following:
• Using the Client Access Mode to present a client plan.
• How to analyze and prepare a financial plan within RightCapital.
• Provide an in-depth overview of our planning modules.
• Review presentation flow.
• Live Q&A
[Originally presented 2/21/24]
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📊 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*.
🤳 Connect with us on Social Media
👍 Like and subscribe for more!
• Using the Client Access Mode to present a client plan.
• How to analyze and prepare a financial plan within RightCapital.
• Provide an in-depth overview of our planning modules.
• Review presentation flow.
• Live Q&A
[Originally presented 2/21/24]
----------------------------
📊 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*.
🤳 Connect with us on Social Media
👍 Like and subscribe for more!
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