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

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

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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CFP®, CEO of Couplr AI, to discuss how advisors can rethink client acquisition by focusing on authenticity instead of outdated prospecting methods.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:

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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Building Authority in the AI Age: Authentic Content, Gen X Wealth, and the Modern Advisor (Ep. 109)

Building Authority in the AI Age: Authentic Content, Gen X Wealth, and the Modern Advisor (Ep. 109)

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Standing out today takes more than showing up. It requires clarity, consistency, and a message that actually connects.

Are you building a brand people trust, or just posting to stay visible?

In this episode, Jeremy Houser shares how advisors can adapt to AI, shifting consumer behavior, and the coming $84 trillion wealth transfer. He explains why Gen X is the next major opportunity, how digital presence drives credibility, and why authenticity, discipline, and consistent content are essential for advisors who want to scale nationally and remain relevant in the years ahead.

Key takeaways:

  • Why Gen X, ages 46 to 61, will inherit $29 trillion and reshape advisor marketing strategies 
  • How 7 hours of content and 11 touchpoints build trust in today’s buying process
  • Why advisors must become entertainers to capture attention in 8 seconds
  • The risk of copying AI posts word-for-word instead of building authentic messaging
  • How discipline, daily writing, and community drive long-term brand authority
  • And more!

Connect with Jeremy Houser:

Disclosure #: 5243472 – 0326

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Proven Habits and Social Media Strategies for Growth (Ep. 79)

Proven Habits and Social Media Strategies for Growth (Ep. 79)

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Growth is not just about working harder; it’s about working smarter with a clear vision and the right systems in place.

In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, elevate their presence, and achieve sustainable success. 

Key highlights include the value of efficiency, the importance of social media in connecting with clients, and the mindset shifts necessary to thrive in a rapidly changing industry.

Jeremy discusses:

  • The habits and systems top-performing advisors adopt to maximize efficiency and achieve substantial year-over-year growth
  • The “7-11-4” strategy for engaging potential clients through content, touchpoints, and diverse platforms, based on data from Google and Forbes
  • The shifting role of social media in financial advising, including tips for creating targeted, impactful content
  • The value of delegating administrative tasks to focus on high-impact activities and personal development
  • Why to think about 2027 today!
  • And more!

Connect with Jeremy Houser:

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Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

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Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face.

How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life. 

Whether you’re an advisor looking to differentiate yourself or a young entrepreneur in need of guidance, this episode is packed with insights that can elevate your game.

They discuss: 

  • Chad’s transition from Merrill Lynch to founding Pacific Capital after the 2008 financial crisis
  • The importance of having a disciplined, growth-focused mindset
  • How effective use of LinkedIn has transformed Chad’s business and personal brand
  • Practical advice for young professionals on blending personal authenticity with business growth
  • And more!

 

Resources: 

Connect With Chad Willardson:

Connect with Jeremy Houser:

About Our Guest:

Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm that serves high-net-worth entrepreneurs and families. He is also the Founder of Platinum Elevated, a coaching program designed to help entrepreneurs achieve financial and lifestyle freedom.

In addition to his professional roles, Chad is a five-time best-selling author. Some of his notable works include “Stress-Free Money” and “Smart, Not Spoiled”. He is recognized as one of the top wealth management experts in the country, helping clients manage their finances, increase cash flow, and reduce stress about money.

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