For Advisors & Firms Archives

What the South African Wealth-Management Consumer Actually Looks Like in 2025

Derek Notman / August 10, 2026

By Derek Notman, CFP®, Founder & CEO, Couplr. Based on research and presentations delivered at the Financial Planning Institute of […]

Two diverging paths on a road through a forest at dusk

For Advisors & Firms

AI Lead Generation for Financial Advisors: What’s Working in 2026

Derek Notman / August 6, 2026

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.

For Advisors & Firms

Advisor Matching Software for Insurance Distributors: What to Look For in 2026

Derek Notman / July 31, 2026

Insurance distribution has different matching requirements than pure wealth management. A CFP® on what carriers, IMOs, and wholesalers should evaluate when choosing an advisor-matching platform in 2026.

Blog, For Advisors & Firms

Financial Advisor Marketing: The 2026 Playbook for Fit-Based Growth

Derek Notman / July 27, 2026

By Derek Notman, CFP®, Founder & CEO, Couplr AI. 20+ years financial advisor experience. Updated: July 2026. Financial advisor marketing

Blog, For Advisors & Firms

How to Evaluate an Advisor Matching Platform: What to Look For Before You Buy

Derek Notman / July 27, 2026

By Derek Notman, CFP®, Founder & CEO, Couplr AI. 20+ years advising real families and business owners. Updated: July 2026.

Blog, For Advisors & Firms

The 10 Best AI Tools for Financial Advisors in 2026

Derek Notman / July 25, 2026

The 10 best AI tools for financial advisors in 2026 — from meeting intelligence and CRM assistants to behavioral matching. Compare features, pricing, and fit for your practice.

Blog, For Advisors & Firms