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Jeff Coyle

Jeff Coyle

Sep 7, 2026

6:59
Jeff, could you tell us what it's called, what it's about, how it got it started? Sure.
7:04
You know, it's a funny question.
7:06
Everybody always says, how do they get started? I mean, you can go in three or four different directions of how or why.
7:14
Um, but yeah, pheasants journey was something that, you know, I came up with and, uh, you know, approached many people.
7:20
It's like the campfire story of sitting around and like, this is something I would like to do.
7:23
And then it kind of just grows from there.
7:25
But I think really where it comes from is like Jalen said, I mean, I grew up in a family that absolutely adored pheasant hunting and getting outside.

12 MINS LATER

19:49
But what's involved in raising a pheasant to get it out onto the landscape?
13:48
want to say what
13:49
I mean? I understand the question, and it actually made me think about a different way of answering it than I might have just for surface value.
13:58
Because you asked the question, are these engines themselves accessible? And I would say, functionally, are they accessible? Absolutely.
14:08
What I would maybe a little bit on the edge here to say is they aren't very accessible for all people.
14:18
Not all people have access to AI technology.
14:21
Sure, sure.
14:22
And then when they use it, it feels a lot like there's a concept called the Oracle dilemma, which is it's kind of like I type in something into this magic box and I get responses.

11 MINS LATER

25:04
boil it down jeff what should what should brands be doing to address this i mean obviously apart from calling yourselves and going help you know but i mean what should i mean a lot of this time is you know a lot of this stuff is about kind of how should they be thinking about it what should they be actually doing kind of like kind of first i mean hey you just get started on this because you know if there's like again if you come up with that sort of thing it's like five percent i mean there's a lot of brands out there that have got a lot of work to do so where should they start
6:56
Could you explain? Kind of what makes Libretto different in terms of actual financial planning, like methodologies, who it's for, that
7:04
sort of thing? Sure, absolutely.
7:06
I think there are probably three things, you know, three high-level things.
7:10
The first of which is we think advisors should be managing total wealth.
7:13
And so, and by the way, managing total wealth instead of just a portfolio.
7:18
So as an example, when Advisor uses Libretto, they're actually designing total wealth portfolios.
7:23
They incorporate their clients' homes and their mortgages, mortgages as a type of leverage.

9 MINS LATER

16:36
We'll start getting things going as opposed to just like we put it in fields and now it sits.

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