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 team is reimagining it through the lens of empathy, personalization, and behavioral science.

Drawing on experience from both the advisor seat and startup trenches, Derek explains how cold outreach erodes trust and why flipping the script to empower consumers, not chase them, could transform advisor growth. The conversation also explores orphan accounts, ethical leadership, and Derek’s unexpected path to masterminding with Richard Branson.

What to expect:

• Why legacy lead gen misses the mark on human connection
• How Couplr uses behavioral data to match clients and advisors
• The orphan account crisis no one wants to talk about
• What Richard Branson taught Derek about fatherhood and business

Resources:

• Beacon Strategies, LLC Podcast

Connect with Chip Kispert

• Beacon Strategies, LLC
• LinkedIn: BeaconStrategies
• LinkedIn: Chip Kispert

Connect with Derek Notman

• Couplr AI
• LinkedIn: Couplr AI
• LinkedIn: Derek Notman

About Our Guest:

Derek Notman, CFP®, is the founder of Couplr AI and a former financial advisor with over 20 years of experience. After building a successful advisor practice and RIA, Derek turned his focus to solving one of the industry’s biggest friction points: helping clients find the right advisor at the right time. Couplr blends behavioral psychology, AI, and a dating app-like experience to deliver more meaningful advisor-client human connections. Derek is also the creator of the Dadpreneur experience, a leadership mastermind hosted on Richard Branson’s Necker Island.