Derek Notman on the Raspberry Academy v Oaksure FAIS judgment, why paying for introductions rather than products is the less conflicted model, and what South African firms should do now.
No U.S. regulator defines “financial planner” and “financial advisor” as legally distinct titles. What is regulated is the underlying work. Here is what the CFP Board, SEC, and FINRA actually say — from a CFP® who has used both titles across a 20-year practice.
Trustworthy is a developmental property, not a credential. Here are 5 trust signals — grounded in Roy Lewicki’s research on how professional trust actually forms — that most people miss when choosing a financial advisor.
By Derek Notman, CFP®, Founder & CEO, Couplr. Based on research and presentations delivered at the Financial Planning Institute of
A CFP® shares two of his earliest client meetings — one that nearly ended a friendship and one that turned into an eight-hour first conversation and a decades-long relationship — and what the difference reveals about how to spot a financial advisor who is actually a fit for you.
By Derek Notman, CFP®, Founder & CEO, Couplr AI Finding a financial advisor today still feels like Craigslist: you filter
20 questions to ask a financial advisor on the first call, starting with the 5 personal-fit questions that predict whether the relationship will thrive.
AI lead generation for financial advisors covers four distinct approaches. Here’s the honest breakdown of which ones convert, which ones don’t, and why.
Can AI replace your financial advisor? A CFP® who just debated it live on Inspired Money explains where AI wins, where humans still win, and how to decide.
