For insurance carriers, banks & wealth firms
Make your find-an-advisor page the best converting page you own.
Advisor discovery is the highest-intent moment on your site, and the only one nobody owns. Marketing creates the intent. Advisors serve the relationship. Couplr fixes the handoff between them, without changing either.
On your site. Your advisors. Live in 30–60 days.
The find-an-advisor audit
Your marketing budget is doing its job. The page it lands on isn’t.
Find-an-advisor pages, walked by hand one consumer step at a time, across the United States, Canada and South Africa. 340 of them financial firms
Of the 340 financial firms audited let a visitor narrow by who actually fits them. Outside financial services, 78% do
More consumers matched with an advisor after one firm replaced its form with Couplr. Every deployment so far has moved conversion like this
Almost every one of these experiences takes control away from the visitor. Couplr hands it back, and lets them reach out when they’re ready.
We walked all 358 pages by hand and tested each against six things a consumer should be able to do. Every result is published. Read The Find an Advisor Index
The problem
Two failure modes. Almost no exceptions.
A directory that abandons you
It shows people, filters on distance, and stops. No ranking. No fit. No way to book. That’s the paradox of choice. When every option looks alike, more of them doesn’t help a visitor decide. It stops them deciding at all.
A form that makes you wait
It shows nobody. It takes your details and promises a callback. Two days. Sometimes two weeks. Sometimes never. And it asks for personal details before it has earned any trust. That is when most people leave.
The handful that do form an opinion have to ask you for something first. Most still cannot let you choose that person on anything more than where you live.
Marketing is funded to create the intent. Advisors are compensated to serve the relationship. The handoff between them is funded by neither, so it gets built to the lowest standard on the site, at the exact moment the consumer is most ready to act.
Consumers increasingly start by asking AI, and an AI assistant can only recommend what it can actually read. Roughly a third of the US pages we audited return nothing at all to a non-browser client. Not a bad answer. No answer.
How it works
Anonymous visitor to booked meeting.
A quiz that doesn’t feel like one
Short, easy, and genuinely pleasant to answer. No email, no phone, no assets question. Nothing invasive, and nothing they have to justify.
We match them to the right advisors
From your own roster, on your own domain. Fit, not proximity. A pairing that fits turns into business faster than a lead ever does.
They make the first move
The consumer reaches out to the advisor they chose and books the meeting, through the scheduler and CRM you already own. Your advisors get warm inbound, ready to move.
The visitors worth the most won’t tell a form why they’re really looking. So we don’t build the match on a disclosure.
Who it’s for
If you have a find-an-advisor page, you’re in the right place.
Insurance carriers
Career agents, national brand, a form where the advisor should be.
We audited 71 insurance carrier advisor findersBanks & credit unions
Wealth advisors buried behind a mortgage scheduler.
We audited 67 bank and credit union advisor findersRIA roll-ups
Dozens of acquired offices. One list of addresses.
We audited 83 RIA and wealth manager advisor findersBroker-dealers
Thousands of advisors, sorted by first name.
We audited 58 broker-dealer and platform advisor findersAdvisor teams
Paid traffic arriving at a contact form.
Marketplaces & media
Audience you monetize by handing it away.
We audited 18 lead marketplace advisor findersAdvisors and small teams can start with Couplr directly: Match for your own traffic, IQ for your own book.
The other half
Your visitors are one half. Your book is the other.
When an advisor leaves, their clients don’t. They become people who need matching to someone else at your firm: orphan clients, acquired books, lists that went quiet. That’s the same problem, with names attached.
Couplr IQ fact-finds every one of them, before anyone picks up the phone. One household costs less than a minute of an advisor’s time.
Around 35% of US advisors plan to retire within a decade. They manage 40% of industry assets, and more than one in four have no succession plan. (Cerulli, August 2026)
See Couplr IQThe matchmakers behind Couplr
Wealth professionals, behavioral scientists and storytellers.
The matching engine is built on published behavioral science, by people who have sat on both sides of the advice relationship.
Derek Notman, CFP®
Founder & CEO, aka Chief Cupid OfficerA wealth strategist who spent years watching good advisors struggle to find the clients they actually clicked with. He built Couplr to fix that.
Dr. Meghaan Lurtz
Chief Behavioral OfficerA Ph.D. in Personal Financial Planning, with a background in financial therapy and psychology. She studies what makes people click, and makes sure a match is more than good on paper.
Anton Honcharov
Technical Project ManagerThe engine behind Couplr’s delivery. He turns the matching logic into a product that feels effortless to the person using it.
Couplr is enriched with income and spending-power intelligence from Equifax and a 95-event life-events model from InterGen Data.
See it on a real find-an-advisor page.
A top five wealth management firm rebuilt theirs with Couplr. The case study walks through the problem we found, what we changed, and what it did to their numbers. No extra marketing spend.
Watch the case studyStart driving ROI from the traffic you already have.
Your brand. Your advisors. Your traffic. Live in 30–60 days.
Book a Demo