Turning to Human Connection to Revolutionize Lead Generation in Financial Advising

Derek Notman is on a mission to “fix money.” Working in the advisory space, Derek saw one pivotal issue: the need for trust in professional financial relationships, especially for people looking to hire a financial advisor. Essentially, lead generation was broken. His solution: focus on the human element and the power of human connection. Leveraging the latest trends and science, Derek founded Couplr, a lead generation white label solution. Its core purpose? To help clients match with their ideal financial advisor based on who the advisor is professionally and personally, ultimately empowering clients to make informed decisions on their own timeline when choosing an advisor to help them along their journey.Featured Resources  Derek Notman’s LinkedIn Profile   Couplr Couplr on Facebook  Couplr on LinkedIn Listen now as we chat with Derek about the need to shift to human connection and consumer-driven lead generation and how to build trust into the whole process of a client relationship, plus get inside details about the science behind how the Couplr fintech solution works.