A financial advisor’s most important delivery is advice. But while the financial services industry has made strides in packaging “risk tolerance portfolios” and “probability of success plans” into sleek software, we haven’t seen the same level of innovation applied to advice methodology itself.

So, how can financial advisors deliver more robust advice to clients?

As it turns out, risk questionnaires aren’t particularly useful for building personalized portfolios, and Monte Carlo simulations aren’t a substitute for real risk management.

Join Jeff Coyle, founder of Libretto, on Monday, March 3rd at 10am CT in Landmark Ballroom D, to learn how a “total wealth” approach to planning and investing can help improve client outcomes. This approach emphasizes connecting planning to portfolios and wealth management, considering liquid investments as a “completion portfolio,” and incorporating private assets and future resources over the client lifecycle.

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