Excellence starts well before the client meeting. As with most things in life, the pre-work is often as important as the presentation. Spend a few minutes to get your clients set up consistently and in line with your advising philosophy and work flow.
TIP: During your first 60 days with RightCapital we have a dedicated team of Implementation Specialists who can help set you up for success. Reach out to us to set up one-on-one sessions.
Setting up your clients in RightCapital
These articles and videos cover the essentials for creating and setting up the financial profiles of your clients.
Inviting clients to their portal
Read these step-by-step guides so you can make sure your clients fully engage your outreach efforts and that the client experience is suitable to specific needs.
- Customizing the invitation email
- Inviting your client to create their account
- Granting clients access to RightCapital tools
- RightCapital Mobile App
Read these best practices for effective rollouts to your clients.
- Client meeting best practices
- Client Portal best practices and talking points
- Introducing RightCapital to your clients
Share these resources with your clients. Use these to help set expectations and provide a nice introduction to the portal.
These short video guides will help you, the advisor, turn these features into core benefits for your clients.