このエピソードについて
What if advisors have been approaching financial planning the wrong way all along?
In this episode of AI for Advisors, James Cantwell and Mark Heynen are joined by Jeff Coyle, Founder & CEO of Libretto, to discuss why advisors should be managing total wealth—not just investment portfolios.
Jeff explains how his experience serving ultra-high-net-worth families led to a new planning methodology that goes beyond traditional risk questionnaires and Monte Carlo simulations. The conversation also explores how AI is streamlining client onboarding, enhancing advisor expertise, and making more sophisticated financial planning accessible at scale.
If you're curious about where financial planning is headed—and how AI can help advisors deliver more meaningful advice—this episode is for you.
