How to Land Bigger Clients with Deliberate Tech: Show Me Your Stack
Libretto Team
In a Financial Planning feature article, Grant Blindbury of FMB Wealth Management explains how a deliberate, differentiated technology stack has helped his firm compete for larger and more sophisticated clients. He describes how client-facing tools can create a stronger first impression in prospect meetings and help boutique firms stand apart from peers using more common advisor technology.
The article highlights several key platforms in FMB’s stack, including Libretto, Salesforce Financial Services Cloud, Orion, FP Alpha, Vanilla, and Jump, each serving a distinct role across planning, reporting, estate analysis, and meeting documentation. Blindbury says Libretto has been especially impactful for the firm’s planning approach and client growth, describing it as a “game changer” in helping the firm move upmarket.
“And over the course of the five-plus years we've been using [Libretto], we have more than doubled, and we're coming close to tripling, the size of our average new client.”
Here’s an excerpt from the article with Grant’s thoughts on Libretto:
Libretto is still relatively new, although we started using it in 2019. Libretto has been an absolute game changer for us.
We came across Libretto through its founder, Jeff Coyle, who we knew through some other networks that we're in. He was bringing a liability-driven solution to the market, which is something we were trying to do kind of on our own anyway; this liability-driven approach alongside eMoney, which is what we were using for maybe the decade leading up to that.
Once we saw his demo that he did, I was like, holy cow. … I came back and sat with the other partners at our firm here and said, 'Hey, you guys aren't going to like this, but I think we need to switch over to this new product that nobody's heard of yet.'
And over the course of the five-plus years we've been using it, we have more than doubled, and we're coming close to tripling, the size of our average new client. Looking at actual metrics that are coming in, I think there are a number of factors, but the biggest contributor, in my mind, has unequivocally been Libretto.
Read the full articleImportant disclosure:
In this Financial Planning Magazine article published 3/26/2025, Grant Blindbury made statements about his experience working with Libretto. These statements are testimonials reflecting the opinion of a current client of Libretto. Grant has not been compensated directly or indirectly for these statements. As a current paying client of Libretto, Grant maintains an ongoing business relationship with the firm, which can create a potential conflict of interest. The testimonials may not be representative of the experience of other clients and are not a guarantee of future results or success.
This material is being provided for informational and educational purposes only and nothing contained herein should be considered, or is, investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.
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