Month: May 2025
The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

By |

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

Resources:

Connect with Shannon Rosic:

Connect with Jeff Coyle:

About Our Guest:

Jeff Coyle is the founder and CEO of Libretto, a powerful advice platform unifying planning, total wealth portfolios, and risk management for RIAs and family offices, offering an alternative to the risk tolerance and Monte Carlo ecosystem.

A former advisor, Jeff has 25+ years of experience managing UHNW clients and over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Over his career, Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust, and was Chief Strategy Officer at myCFO. In 2017, Jeff founded Libretto to streamline comprehensive advice delivery to private clients. He regularly speaks and shares his thought leadership at influential industry conferences and has been featured in prominent industry publications.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

By |

As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to support aging-related decisions, from home transitions to end-of-life care. For many, this “messy middle” between long-term care planning and estate settlement has become a blind spot.

So, what does it take to navigate life’s most challenging transitions, like elder care? In this episode of the WealthStack podcast, host Shannon Rosic chats with Lauren Clough, co-founder and CEO of bQuest. Together, they explore how bQuest is transforming the elder care conversation by seamlessly connecting advisors to resources that support families through the complexities of aging and beyond. Lauren shares her personal and professional journey, drawing from her family’s experiences with Alzheimer’s, and introduces a platform that bridges financial expertise with caregiving needs.

Key takeaways:

  • How advisors can start the elder care conversation without feeling intrusive
  • How bQuest simplifies access to crucial service providers 
  • The “messy middle” of financial planning and elder care
  • Leveraging technology and AI for proactive planning

Resources:

Connect with Shannon Rosic:

Connect with Lauren Clough:

About Our Guest:

With over a decade of professional experience, Lauren Clough, Co-Founder and CEO of bQuest, has dedicated her career to driving innovative solutions in Care Coordination. Her background as an investor and entrepreneur fuels her mission to revolutionize industries through collaborative B2B strategies and impactful D2C offerings. Lauren’s strength in business development and strategic growth enables her to lead both organizational innovation and meaningful partnerships across the care economy. Aligned with the core values and culture of bQuest, she remains committed to leveraging a broad network of professional organizations to create measurable progress and lasting impact for family caregivers.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories