Rebuilding Trust in Wealth: How Couplr AI Is Transforming Lead Generation with Human Connection (Ep. 5)

Beacon 1% Better Everyday
01/10/2025 28 min
Rebuilding Trust in Wealth: How Couplr AI Is Transforming Lead Generation with Human Connection (Ep. 5)

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Episode Synopsis

When Derek Notman, CFP®, launched Couplr AI, it wasn’t just about building a better lead gen platform; it was about bringing human connection back to the center of financial advice. In this episode, Chip Kispert talks with Derek, a former top-producing advisor turned fintech founder, about what’s broken in traditional lead generation and how his …

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