Creating a top-notch financial plan starts with solid data. In this webinar, we explore the best practices for gathering and updating client information using the seamless integration between PreciseFP and RightCapital. With over 90 fields syncing automatically, you’ll discover how to efficiently collect data from prospects, keep it updated with clients, and craft standout financial plans—all while saving valuable time.
As we celebrate one year of this powerful integration, learn how to make every piece of data work for you and your clients, ensuring a win-win for both your practice and their financial futures.
https://help.precisefp.com/en/articles/8232633-rightcapital-mapping-table
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Ted Denbow
VP, Head of Sales, RightCapital
