Hello world!
From today, CapIntel has a brand new logo – the start of many exciting changes to come. We have seen…
How to Build a Winning Personal Brand
Developing a great personal brand doesn’t happen overnight. It's imperative to be able to communicate your purpose and mission to…
How to Build a Thriving Remote Practice
For a lot of us, remote work will be a reality that is going to become a regular part of…
How I grew my Portfolio by 6X in less than a Year
At CapIntel, we get to work with some phenomenal advisors. A lot of times advisors work behind the scenes to…
Adding Wills to Your Practice
The COVID-19 crisis showed us that financial advisors are uniquely positioned to help their clients. Advisors have had to react…
RazorPlan x CapIntel
On Thursday, July 9 we hosted a joint webinar with RazorPlan! We gave a demo of both tools and taught…
Top Financial Planning Software for Advisors
Financial advisors can benefit from software aimed at increasing their sales and performance, as well as providing market analytics and…
Building a Successful Virtual Practice
Overview Whether you're struggling with the new virtual reality, or seeing a potential opportunity to increase efficiency after we return…
Learn to Love LinkedIn
LinkedIn isn’t a resume, it’s a place where clients go to trust you. Learn how to design your LinkedIn page to help build trust and generate leads.