Discover the "eHarmony" of Financial Advice | Derek Notman

Are You Settling for the Wrong Financial Advisor? Discover the "eHarmony" of Financial Advice with Couplr AI

Episode 25

In this episode of Innovate and Overcome, we sit down with Derek Notman, a self-proclaimed rebel dad on a mission to repair our relationship with money. As a world traveler and an award-winning financial advisor, Derek has an incredible story to share.

Derek recently became a fintech founder and the CEO of Couplr AI, an innovative platform that is changing the game when it comes to connecting consumers and financial advisors. We dive into how Derek's personal experiences, including a major career disruption, led him to create a solution that flips the traditional lead generation model on its head.

Derek also shares his journey in founding Rebel Dads, a community of like-minded entrepreneurial fathers dedicated to balancing their roles as dads and business leaders. He emphasizes the importance of pursuing your passions, taking risks, and building a supportive network.

Throughout the conversation, Derek provides valuable insights into leveraging technology, specifically AI, to enhance human connection and streamline the financial advisory process. He explains how Couplr's recommendation engine uses machine learning to match consumers with the right advisors based on shared commonalities and preferences.

Listeners will gain a deeper understanding of the challenges faced by both consumers and financial advisors, and how innovative solutions like Couplr can create a win-win scenario for all. Derek's story is a testament to the power of entrepreneurship, the importance of work-life balance, and the transformative potential of technology when applied with a human-centric approach.

Tune in to this captivating episode as Derek Notman shares his insights on repairing our relationship with money, building successful fintech ventures, and fostering a community of responsible, balanced entrepreneur-dads.

To learn more about Derek and his work, visit:

Website: https://www.couplr.ai/ https://www.couplr.ai/blog-posts/

Youtube: www.youtube.com/@dereknotman

LinkedIn: https://www.linkedin.com/in/dereknotman/

Show/Podcast: https://shows.acast.com/rethinkfa

00:00 Innovate & Overcome With Derek Notman
7:27 Virtual Advice: An Exciting Experience
13:10 Virtual Businesses: The Future of Advisors
18:09 The Virtual Meetings Hurdles
22:15 Bob Coupler on Starting a New Company
25:52 Couplr: The AI Platform for Financial Advisors
31:24 The Wealth Coach: The Consumer Experience
36:45 Eharmony for the Financial Advisor Experience
45:01 Richard Branson Launches Rebel Dads
49:16 Rebel Dads: A Year in the Life

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