How can you ensure you're always aware of critical milestones, such as the age your clients need to file for Social Security or when they need to start taking Required Minimum Distributions?

We've got you covered: RightIntel offers a centralized business intelligence platform that aggregates client data into compelling visuals, enhancing the value you provide to each client. Keep current with your Advisor Dashboard, monitor essential client data through the Client Summary, and pinpoint significant key event opportunities. In this webinar, we will explore how you can elevate client relationships by:

• Analyzing Advisor Dashboard metrics
• Tracking client activities to enhance engagement
• Leveraging key event opportunities for business growth

[Originally presented 6/14/24]

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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*.

*Source: The Kitces Report - 2023 AdvisorTech Study, [ Ссылка ]

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