RightCapital
Joe is responsible for developing and managing the strategic partnerships at RightCapital with all firms, vendors, universities and networks. He strongly believes that good relationships are one of the keys to compounding success both in business and in life. Joe has been in the financial technology space for many years and has a wide array of experience that includes business development, project strategy, and relationship management at the executive level. He now works with over 100 partners at RightCapital to help financial advisors grow their businesses and serve their clients through technology and education.
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RightCapital
RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.