Podcast: AI for Advisors with Jeff Coyle
Libretto Team
This video was originally produced and published by AI for Advisors.
AI can make financial planning faster. But it cannot determine whether the planning methodology itself is sound. As firms focus on notetakers, assistants, and automation, a more important question can get overlooked: What value is the technology helping the advisor deliver? Jeff Coyle, founder and CEO of Libretto, joins James Cantwell and Mark Heynen to explain why financial planning should move beyond isolated portfolios, risk questionnaires, and Monte Carlo simulations toward a more complete view of the client’s wealth.
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This interview was conducted by AI for Advisors. AI for Advisors is not affiliated with Libretto, nor was AI for Advisors compensated by Libretto for conducting or publishing this interview. AI for Advisors is not a client of Libretto, nor does AI for Advisors endorse or recommend Libretto’s services.
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Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.
Libretto LLC (“Libretto”) is an SEC-registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A at www.adviserinfo.sec.gov. For additional information and disclosures, please see Libretto’s full disclosures.