Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
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Right Capital
Right capital is a more forward thinking technology forward company. They recently came out with the new, I believe it's called blueprint that they just came out with. And so what they were able to offer clients being able to sync aggregate upload, review their plans and the different types of reporting. That was immediately off the bat what we liked. And also the client interface. So right now I'm working with Ray, we're trying to figure out how do we incorporate this into our review meetings? Because we definitely have some clients that prefer that way of thinking and viewing their finances instead of your traditional balance sheet,. Or you're just your assets and then your liabilities.
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