Join RightCapital as we explore how you can best leverage Tasks in your everyday practice alongside streamlining your practice with Task templates. We will discuss:
• Optimizing efficiency with Task module updates
• Tailoring Tasks to your practice
• Utilizing Task templates
[Originally presented 9/29/23]
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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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