Best Practice Partner Webinar – RightCapital

Presenting to Clients Remotely As the financial planning industry adapts to a new normal, presenting to clients remotely has become a top priority for many firms. Learning to interact with clients virtually, while alleviating their concerns, is a new challenge…

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Presenting to Clients Remotely

As the financial planning industry adapts to a new normal, presenting to clients remotely has become a top priority for many firms. Learning to interact with clients virtually, while alleviating their concerns, is a new challenge that RightCapital is determined to help you overcome.
Join us for a live webinar focused on tips and tricks for presenting a financial plan remotely using RightCapital Financial Planning Software.

During this live webinar we will cover:
• Tips and tricks for streamlining the new client on-boarding process
• Various ways to guide the flow of a presentation for clients
• Diverse methods for following up with clients after a meeting or presentation
• And more!

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