Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr

Derek Notman is the Founder and CEO of Couplr, a fintech company that offers lead generation solutions for financial companies and their advisors. He is a FinTech founder, certified financial planner, and co-host of the Rethink. The Financial Advisor Podcast. Derek is also the Founder of Conneqtor and Intrepid Wealth Partners. He was recognized as Wealthies Rising Star of the Year in 2022 by WealthManagement.com.

In this episode…

People want help with their money and want to get the most out of it. So who's better to help them than a qualified financial advisor? But where can they get the support they deserve to connect and create a mutually beneficial relationship? 

Many financial advisors fail in their first three years of practice. This is often because they don't know how to build relationships with their clients based on trust. For them to open up about their finances to get help, financial advisors have to be able to connect with them on different human and monetary dimensions — and that's where Couplr enters. Learn about Couplr as Derek Notman shares his journey in founding and running it.

In this episode of The Customer Wins, Richard Walker sits down with Derek Notman, Founder and CEO of Couplr, to discuss how they help financial companies and advisors connect with their clients. Derek talks about the challenges financial advisors face, how Couplr helps people connect with financial advisors, why he became a financial advisor and achieve work-life balance, and how AI is impacting the customer experience.