Interview with Derek Notman Founder & CEO of Couplr
About this episode
Derek Notman discusses his journey in financial advising and the innovative approach of Couplr in matching consumers with financial advisors.
Derek is a CFP® with 20+ years in financial advice. He helps hundreds of families and business owners plan for retirement, weather life events, and stay invested through market cycles. In 2013, He tooks his practice fully virtual, an early bet that technology could make advice more accessible and human at the same time. Founded & CEO of Couplr AI in 2022 because the way most people find a financial advisor is broken. Directories match on geography and credentials which misses what actually determines whether the relationship lasts: fit, communication style, and how you make decisions. Couplr’s engine uses 1,300+ behavioral and financial variables to match consumers with financial advisors on a much more human level. On the firm side, they help wealth and insurance organizations grow more predictably by matching the right prospects with the right advisors from day one with our CouplrMatch product. They also drive organic growth through our prospect and client enrichment tool, Couplr IQ. The For the Love of Money a LinkedIn newsletter with 20,000+ subscribers on money, fintech, behavioral finance, and what are learning through their industry work and research. He co-founded the…
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