Moving Upmarket: Focus on Purpose

When:  Jan 11, 2024 from 14:00 to 15:00 (ET)

The January 2024 Women & Finance Knowledge Circle will be held on Thursday, January 11th at 2 pm ET.

Guest speaker Jeff Coyle will be presenting, "Moving Upmarket: Focus on Purpose."

Many advisors have opportunities to work with ultra-high-net-worth (UHNW) clients. But how do you win business and deliver advice to this affluent segment without fundamentally redesigning your practice? In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing UHNW clients, will present a framework for building a service offering for wealthy clients. He will discuss how advisors can extend their offerings to deliver differentiated advice, compete upmarket and capture greater wallet share - all while focusing on what’s most important to the client.

Jeff Coyle, founder of Libretto and former advisor, has 25+ years of experience managing UHNW clients. Over his career, Jeff founded three boutique advisory firms delivering to UHNW clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO.

Originally designed to streamline advice delivery to UHNW clients, Libretto combines personalized planning and portfolio advice with a virtual family office wealth delivery. Our mission is to help you deliver robust solutions that make all your clients feel like they’re worth $100 million.