Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr

The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz. 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 Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert.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 […] The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.

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This episode was published on July 28, 2025.

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