RightTraining: Starting the Year Off Right(Capital) скачать в хорошем качестве

RightTraining: Starting the Year Off Right(Capital)

As the new year begins, it's essential to revisit and update key components within your client plans. Join us to review our detailed checklist, including: Updating client Profile information Identifying new savings opportunities Reviewing the updated tax parameters [Originally presented 1/2/26, edited for time and clarity] ---------------------------- 📊 About RightCapital RightCapital is financial planning software done right. 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 user satisfaction among advisors*. For more information, visit https://www.rightcapital.com. Source: The Kitces Report - 2024 Financial Planner Productivity Study, https://www.kitces.com/kitces-report-... 🤳 Connect with us on Social Media YouTube ➡️    / rightcapital   LinkedIn ➡️   / rightcapital   X (formerly Twitter) ➡️ https://x.com/RightCapitalHQ Facebook ➡️   / rightcapitalhq   Instagram ➡️   / rightcapital   👍 Like and subscribe for more!