Building Trust and Attracting Better Clients Through Technology with Derek Notman, CFP® (Ep. 121)
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CFP®, CEO of Couplr AI, to discuss how advisors can rethink client acquisition by focusing on authenticity instead of outdated prospecting methods.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:
Connect with Derek Notman:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
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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