Derek Notman: The Roles of Technology and Trust in Financial Advisor Success

In this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI-a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client relationships and creating more fulfilling practices by leveraging technology and personal connections.
Key Takeaways:
Focus on Your Zone of Genius (10:26) - Advisors grow sustainably by focusing on their strengths, like relationship-building, while delegating or automating other tasks.
Relationship-Building at Scale (18:35) - Platforms like Couplr.AI enable advisors to scale personalized connections, boosting client satisfaction and efficiency.
Entrepreneurial Drive and Purpose (27:20) - The entrepreneurial spirit is fueled by a desire for a greater purpose. Advisors must balance strong systems with support to pursue new goals and challenges..
Refining Processes for Growth (29:12) - Whether growing a practice or exploring new ventures, continually refining systems and technology is essential to align with purpose-driven goals.
Balancing Entrepreneurship and Fatherhood (33:06): Derek discusses his Rebel Dads initiative and how being a great dad complements his entrepreneurial journey.
Derek Notman: "It's almost like the entrepreneurial gene-there’s a feeling, an itch that you can never quite actually scratch, where you feel driven to fulfill a bigger purpose."
Rob Brown: "If you really want to grow that practice and make it more profitable, you've got to be working on the things that you are best at."
About Derek Notman: Derek Notman is a dynamic financial advisor, fintech founder, and global adventurer. Born in Dublin and raised across continents, Derek brings a unique blend of experiences to his mission of reshaping our relationship with money using AI. As the Founder & CEO of Couplr AI, he’s revolutionizing client acquisition in insurance and wealth management. Co-hosting the Rethink. Financial Advice Podcast, Derek isn’t afraid to challenge the status quo. Whether skydiving for thrills or leading the industry, this award-winning advisor brings passion, humor, and bold insights to financial advice. He’s also a proud dad, husband, and aspiring surfer.
Connect with Derek Notman:
Website: www.couplr.ai/
Email: [e-mail]
LinkedIn: / dereknotman
Episode References:
Truest Fan Coaching
Business Optimization Scorecard
Connect with Rob Brown & Phil Calandra:
Website: truestfan.com/
LinkedIn: / truestfan
KZbin: / @truestfancoaching