Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell
The landscape of financial planning is always evolving, and different generations have different goals, risk tolerance levels, and expectations that advisors need to account for in order to best serve their clients. In this informative webinar recording, John O’Connell, founder and CEO of The Oasis Group, and Jeff Coyle, founder and CEO of Libretto, discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing. The two financial planning experts also discuss:
• The importance of taking a ‘total wealth’ approach to liability-driven planning and investing that incorporates human capital, social security, and more
• Why niche financial practices are growing so significantly
• How wealthtech solutions can support providing clients with lifecycle advice across different generations and various niches
• How AI can help advisors hyper personalize the client experience, enhance client communication, and improve the deliverability of their advice
Wealth management professionals looking to grow their practice, add to their value proposition, and move up-market should not miss this insightful webinar that will change how you think about the current state of financial planning.
