Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle
Libretto Team
This interview was originally produced by and published in Wealth Management.
What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire?
In this episode of The WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver holistic, personalized wealth strategies. Drawing on decades of experience serving ultra-high-net-worth clients, Jeff shares how Libretto takes institutional-grade planning concepts, like liability-driven investing, and makes them accessible, intuitive and actionable for all investors.
Shannon and Jeff discuss:
- Why traditional risk tolerance tools often miss the mark—and what to use instead
- The role of LDI in hedging real-life client needs—not just targeting returns
- How Libretto empowers clients to move from a scarcity mindset to one of abundance
- Why personalization (not simulation) is the future of financial planning
Important disclosure:
This interview was conducted by the WealthStack podcast of WealthManagement.com. WealthManagement.com is not affiliated with Libretto. Libretto did not pay for this interview. However, Libretto has separately sponsored WealthManagement.com events and purchased advertising from WealthManagement.com. These commercial relationships are unrelated to this interview but may create a potential conflict of interest.
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.
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.