Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr
July 28, 2025
Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/07/28/ep-298-ai-is-the-new-rainmaker-smarter-client-matching-with-derek-notman-of-couplr/">Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>The advisor-client matchmaking process is broken. Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert. In this episode, Derek Notman, founder and CEO of Couplr, joins the show to explore how his platform is reimagining the experience with psychology-driven matching and how AI is reshaping […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/07/28/ep-298-ai-is-the-new-rainmaker-smarter-client-matching-with-derek-notman-of-couplr/">Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>