Client Acquisition – Advisor Mentorship Podcast

How Simplicity Wealth Helps Advisors Scale and Plan for Succession with Mike Nimmo, CFP® (Ep. 125)

By Advisor Mentorship Podcast | October 20, 2026

Growing an advisory business can create a new set of pressures. More clients can mean less capacity, more operational work, and harder decisions about what comes next.

In this episode, Jeremy Houser speaks with Mike Nimmo, CFP®, Senior Vice President of Simplicity Wealth, about how advisors can approach growth, scale, and succession planning. Mike explains how marketing, planning, trading, operations, tax planning, and compliance support can extend an advisor’s team while preserving their brand and independence. They also explore a $17.5 million client case, tax-loss harvesting, risk scoring, and combining wealth and insurance planning.

Mike discusses:

How advisors can pursue growth through lead generation, marketing support, and stronger brand visibility
Why rapid growth can strain an advisor’s capacity and create a need for additional operational support
How back-office planning, trading, operations, and compliance teams can give advisors more time
How a $17.5 million client case used tax planning and a white-labeled proposal to address client needs
How advisors can retain ownership of their brand and book while gaining access to broader infrastructure
And more!

Connect with Mike Nimmo:

Connect with Jeremy Houser:

About Our Guest:

Mike is a partner at Simplicity working with financial professionals and Simplicity Partner Offices to help grow their wealth management business. His career in financial services began back in 2012. Mike previously served as Head of Sales for an IMO-owned RIA and prior to this spent seven years at Allianz Life. Mike is a CFP® professional and earned his bachelor’s degree from Saint John’s University.

Disclosure #: 5928367 – 1026

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How Financial Advisors Can Turn Content Into Clients with Thomas Kopelman (Ep. 122)

By Advisor Mentorship Podcast | September 8, 2026

Financial advisors can publish constantly and still struggle to turn attention into trust. A clearer approach starts with being useful, consistent, easy to understand, and available when clients need help.

In this episode, Jeremy Houser talks with Thomas Kopelman, Co-Founder of AllStreet Wealth, about building an advisory business through social media and referrals. Thomas explains how educational content has created a steady flow of qualified prospects, why advisors should write the way clients actually speak, and how batching content makes consistency manageable.

They also cover choosing the right platform, avoiding constant selling, repurposing strong ideas, delegating production, and making responsiveness part of the client experience.

Thomas shares:

How educational social media can attract prospects without relying on cold outreach or constant direct selling
Why advisors should write in the language clients actually use instead of trying to impress other professionals
How batching months of social content at once can make consistent publishing easier to maintain over time
Why focusing on one active social channel and one long-form format can be enough to build recognition and trust
How responsiveness and personal availability can become meaningful parts of the experience clients receive
And more!

Resources:

Connect with Thomas Kopelman:

Connect with Jeremy Houser:

About Our Guest:

Thomas Kopelman is the co-founder and lead Financial Planner at AllStreet Wealth. Recognized for his expertise and dedication, he has been named a Top 23 Millennial Advisor by Business Insider, a Top Young Advisor to Watch in 2023 by FA Mag, and one of the top 100 financial advisors by Investopedia in both 2022 and 2023.

Beyond his role at AllStreet Wealth, Thomas is an active blogger, podcaster, and content creator, sharing valuable insights on financial planning and wealth management.

A graduate of Butler University, Thomas has dedicated his entire career to the financial services industry. He is passionate about helping high-income business owners aged 30-50 cut through the noise and leverage their resources to achieve their life goals.

When he’s not assisting clients with their financial plans, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging out with his wife & dog.

Disclosure: 5717591 – 0926

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Building Trust and Attracting Better Clients Through Technology with Derek Notman, CFP® (Ep. 121)

By Advisor Mentorship Podcast | August 25, 2026

Many financial advisors spend years trying different marketing tactics without feeling like they’re reaching the right people.

What if attracting better clients had less to do with chasing leads and more to do with showing who you really are, building trust online, and creating meaningful relationships before the first conversation ever happens?

In this episode, Jeremy Houser sits down with Derek Notman, CFP®, CEO of Couplr AI, to discuss how advisors can rethink client acquisition by focusing on authenticity instead of outdated prospecting methods. Derek shares lessons from building his own advisory practice, explains why niche marketing creates stronger client relationships, discusses how LinkedIn has become an essential part of an advisor’s digital presence, and introduces new ways technology is helping advisors create more meaningful connections with prospective clients.

Key takeaways:

How dating apps inspired the launch of Couplr.AI in the financial space
Why identifying a specific audience creates stronger client relationships than broad prospecting efforts.
How LinkedIn helps prospects build trust before they ever schedule an introductory meeting.
Why authentic branding consistently attracts clients who genuinely value your work.
How technology is improving advisor lead conversion without replacing personal relationships.
What Derek learned about balancing entrepreneurship, family life, and building a meaningful business.
And more!

Resources:

Book: (REBL) Responsible Entrepreneur Balanced Leader Dad by Derek Notman and H. Adam Holt

Connect with Derek Notman:

Connect with Jeremy Houser:

About Our Guest:

Derek Notman, CFP® is the Founder and CEO of Couplr, Inc., the AI-powered advisor–client matching platform for wealth management and insurance firms. He founded Couplr to replace cold outreach and broken lead-generation models with precision growth intelligence, built on behavioral science and a 1,300-variable matching engine.

Derek is a CERTIFIED FINANCIAL PLANNER™ professional and a long-time practitioner in wealth management. He spent his pre-Couplr career watching capable advisors struggle to find clients they actually clicked with, and watching consumers settle for advisors who didn’t fit their life stage, values, or communication style. Couplr is his answer to that mismatch, an enterprise-grade system that uses behavioral science and AI to help the right advisor and the right client find each other on what actually matters.

As CEO, Derek leads strategy, partnerships, and fundraising for Couplr. He also writes regularly to his 20K+ subscribers For the Love of Money newsletter on behavioral finance.

Disclosure #5717597 – 0826

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