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Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
Manage episode 486871899 series 2892948
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In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionnaires and Monte Carlo simulations by offering a unified, holistic approach to wealth management.
The conversation explores Libretto’s origins in serving ultra-affluent families and its mission to democratize advanced planning techniques for clients at all wealth levels. Coyle details how the platform integrates all aspects of a client’s financial life—including human capital, social security, real estate, and business interests—into a comprehensive strategy, using institutional-grade, liability-driven methodologies.
The discussion also highlights Libretto’s scalability, its potential to drive organic growth for advisory firms, and the competitive advantages of delivering more robust, personalized client experiences in today’s market.
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