Marketing & Prospecting Home

Marketing & Prospecting Flyers

Looking for a way to start a conversation with prospects? Try one of our various flyers geared toward different audiences.

Prospecting videos

We’ve created high-quality, unbranded prospecting videos that highlight the services and technology you provide as a financial advisor to your valued clients.

Brand & Share Prospecting Videos

To learn all the ways to brand and share these videos, read our article on how to share prospecting videos.

RightCapital Leads

RightCapital Leads provides the ability to share a link that is unique to your account and allows prospects or new clients to create their own accounts within your RightCapital client list.

RightCapital Referral Program

Do you know an advisor that would benefit from using RightCapital? Spread the word and get rewarded with RightCapital's Referral Program!
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!