Marketing & prospecting flyers
There are many ways you can use RightCapital to grow your business. Customize your marketing pieces to help you work with clients and prospects alike. All of our prospecting materials are editable and allow you to include your logo, contact information, and disclosure to meet your firm's needs.
Looking for a way to start a conversation with prospects? Try one of our various flyers geared toward different audiences.
Do you have clients or prospects deciding when to take social security? Utilize our Social Security conversation starter:
Tax Efficient Distribution
Love the checklist on the RightCapital platform? Want to be able to use it with prospects? Now you can with our editable flyer.
We've created some slides that you can use to present important planning topics to clients and prospects. Many of these topics also have a webinar you can reference for additional information or a flyer you can use to assist with lead generation.
In order to make these slides most useful to you, feel free to edit any of the wording or branding to meet your needs.
You can also visit our Webinar page to review past webinars illustrating the use of these slides and tools.
If you are looking for marketing collaterals to send an advisor, you've come to the right place.