Marketing and Prospecting

Everything You Need to Build Your Own Marketing Kit, 100% Free.

Use the following articles to learn about all the marketing and prospecting materials that RightCapital has to offer. Check with your broker/dealer, if applicable, to see if you are approved to use our free materials.

Marketing and Prospecting Flyers

All of our prospecting materials are editable and allow you to include your logo, contact information, and disclosure to meet your firm's needs. Click the link below to learn more:

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. Click the links below to learn more:

RightCapital Leads Program

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 account within RightCapital and access some of the basic tools. Click the following links to learn more:

Growth Program Materials

RightCapital created this program to be easy to use and easy to implement with customizable email and social media templates geared toward your customers. Click the link below to learn more:

Craft quality branding

First impressions are everything, when it comes to client-facing material, consistent and clear branding is vital. Click the link below to learn more:

COVID-19 Educational Tools and Best Practices

The following resources have been created to help you maximize your planning experiences, connect with clients, and strengthen relationships during times of uncertainty. Click the link below to learn more:

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance adjusting your account settings please contact RightCapital Support.