Couplr and Derek Notman in the media. A curated archive of substantive appearances where Couplr’s thesis, that behavioral fit, not fees or credentials, predicts client-advisor retention, has been discussed on major podcasts, in trade publications, on industry analyst platforms, and through institutional partnerships.
The recurring themes across every appearance below: warm inbound over cold outbound, human-centered matching, psychology-informed advisor-client fit, and the shift from directory-and-quiz distribution to behavioral-science-driven connection. Three years of message discipline.
Industry Analyst & Trade Press Coverage
Advisor.ca — “The Cold Call Is Dead” (August 18, 2026). Derek Notman, CFP®, in his Advisor.ca column, argues that the traditional advisor prospecting model — cold calls, purchased lists, cold outbound — has broken down. He outlines three shifts advisors need to make: the consumer becoming the hunter (warm-inbound conversion push into double digits vs. 1–5% cold), behavioral fit driving retention, and AI-generated answers replacing search engine results as the top of the funnel. Read the full article →
Benzinga – “AI Investment Surges As Investors Prioritize Efficiency And Early Market Entry, Says INSART CEO”
Mainstream financial press feature (Feb 27, 2025) naming Couplr AI as a fintech accelerator success story from INSART, described as “enhancing financial advisory services through behavioral finance insights.”
Read the article
Advisorpedia – “Why Advisors Who Embrace Video Now Will Own 2026”
Trade-press feature by Laura Garfield quoting Derek Notman, CFP on LinkedIn video strategy and the 1% creator opportunity (January 20, 2026).
Read the article
Kitces.com – “The Latest In Financial AdvisorTech (March 2025)”
Michael Kitces’ monthly AdvisorTech roundup names Couplr AI alongside Finny and Datalign Advisory as the three lead-generation platforms taking a quantitative approach to matching prospects with advisors.
Read the roundup
Kiplinger Advisor Collective – “Nine Reasons Why Financial Advisers Should Sharpen Their Soft Skills”
Kiplinger feature quoting Derek Notman, CFP on why soft skills are the bridge to human connection, rapport, and trust. Published May 31, 2024.
Read the article
INSART SIGNALS – “Fixing the Organic Growth Problem in Wealth Management: Interview with Derek Notman”
Long-form dedicated interview published July 3, 2026. Includes the widely-cited 525% lead-conversion improvement from an enterprise pilot.
Read the interview
Moneywise — Feeling ‘scared and emotional’ about investing? You’re not alone – how to get a grip before you tank your finances (August 2026) — Derek quoted three times as CFP Derek Notman on FOMO investing behavior and the discipline of a long-term financial plan.
Kitces: The Latest in Financial #AdvisorTech (June 2024)
Michael Kitces’s monthly AdvisorTech roundup described Couplr as “a white-labeled software tool for creating data-based matches between prospects and advisors.” Read the roundup.
ThinkAdvisor: “Couplr AI Launches Tool for Finding ‘Orphaned’ Accounts” (March 2024)
Trade press coverage of Couplr’s orphan-account rematching capability. Read the article.
ThinkAdvisor: “American College Partners With AI Firm on ‘Matchmaking’ Solution” (May 2024)
Independent coverage of the American College partnership announcement, describing Couplr.AI as an “AI-powered matchmaking solutions” provider to financial advisors and clients. Read the coverage.
Investment Executive & Advisor.ca: “LinkedIn’s new feature aims to provide ‘frictionless’ experience for advisors and their clients” (July 2026)
Syndicated Newcom Media coverage in which Derek Notman was quoted as a financial advisor and CEO of Couplr AI on LinkedIn’s new “Advice Sessions” feature, alongside other industry founders. Read on Investment Executive · Read on Advisor.ca.
Estate Guru: “How financial advisors convert prospects to clients” (July 2026)
Independent article built around Couplr’s lead-conversion framework, describing Couplr AI as “a behavioral matching platform that connects advisors with the right clients through behavior science and AI.” Read the article.
Institutional Recognition & Publications
Nitrogen Fearless Investing Summit 2024 – Speaker
Derek was a listed speaker at Nitrogen Wealth’s 2024 Fearless Investing Summit, one of the most visible independent-RIA/advisor-tech conferences in the U.S.
Speaker profile
Momentous Wealth Advisors – Book contribution
Derek listed as a contributor to the book featured on Momentous Wealth Advisors’ book page.
See the book
Athene Connect – “3 Success Secrets of Top Financial Professionals”
Practice-management feature from major annuity carrier Athene combining Harris Poll research with quoted commentary from Derek Notman, CFP on defining unique value proposition and creative client engagement (2024).
Read the article
NAPFA Advisor – “Visibility That Builds Trust: Five Steps to Becoming the Advisor People Find First”
Feature by Laura Garfield. Derek quoted in the video-marketing section as a Real Finfluencer: “Only about 1% of LinkedIn’s billion users actually create content.”
Read the article
NAPFA Advisor — “How the Best Fintech Tools Make Financial Advisory Firms More Human”
By Derek Notman, CFP® · Published in the National Association of Personal Financial Advisors (NAPFA) member newsletter, 2026. Bylined feature naming Couplr AI in the recommended fintech tools stack.
Read the article
MassChallenge FinTech 2026: “Most Likely to Change the Industry”
Couplr was recognized as “Most Likely to Change the Industry” at the MassChallenge FinTech 2026 finale in Boston. Watch the MassChallenge Couplr spotlight video.
The American College of Financial Services: Partnership Announcement (May 2024)
The American College of Financial Services announced a partnership with Couplr.AI as “a leading provider of AI-powered matchmaking solutions for financial advisors and clients.” Read the announcement. Couplr has since published a full case study on the partnership, including the recorded interview with Jared Trexler, Executive Vice President and Chief Growth Officer at The College.
The American College of Financial Services: Alumni Resources
Ongoing partnership listed among alumni benefits as “another pathway to lead generation through a partnership with Couplr.AI.” See the alumni resources page.
The American College of Financial Services: “New Campaign Spotlights the Specialist” (October 2025)
Extension of the partnership into a consumer-facing specialist-finder workflow: “Your Advisor Guide partners with Couplr.AI for sophisticated, AI-enabled matching.” Read the press release.
Financial Planning Association Journal (September 2025)
“Derek Notman, CFP®, on Forging Your Own Path” published in the FPA Journal, September 2025. Read the article.
Momentum Investments: Sci-Fi Report 2024 (February 2025)
Derek Notman authored Article 1 of Momentum Investments’ 2024 Sci-Fi Report on behavioural finance, the annual research publication of South Africa’s Momentum Investments group, edited by Paul Nixon (Head: Behavioural Finance, Momentum Investments), alongside contributors including Ryan Murphy, PhD (Global Head of Behavioural Insights, Morningstar) and Dr. Thomas Oberlechner, PhD (Founder, BehaviourQuant). Derek’s article, “Using AI to fix our relationship with money and serve our communities better,” opens the report. Read the full report (PDF).
Platform Partnerships & Integrations
Asset-Map & Redtail Joint Webinar – “6 Themes Shaping Your Practice”
Derek featured as speaker in a joint webinar with Asset-Map and Redtail, two of the most-used advisor-tech platforms (November 25, 2024).
Watch on YouTube
Couplr AI x InterGen Data – Strategic Partnership
Announced April 14, 2026 (distributed via EIN Presswire, published on Global FinTech Series). The partnership embeds InterGen Data’s Life Event predictive intelligence into the Couplr platform for banks, financial-service firms, and insurers.
Read the press release
Wealthbox: “How Advisors Use Couplr AI + Wealthbox to Simplify Lead Management” (December 2024)
Public webinar page on Wealthbox describing how Couplr AI uses AI and data science to match clients with financial advisors, and how the two platforms integrate. View the webinar page.
Redtail Technology: Couplr AI Integration Support
Official Redtail support documentation describes Couplr AI as an “enterprise white-label tool for the Insurance & Wealth Management industry.” View the integration article.
YourAdvisorGuide.com
Consumer-facing advisor directory identifies Couplr.AI as “a leading provider of AI-powered matchmaking solutions for financial services” in its FAQ. See the FAQ.
Podcast Appearances
The Get Ready Money Podcast with Tony Steuer – “Fixing Our Relationship With Money”
Consumer-focused personal-finance podcast with author Tony Steuer on money psychology and advisor matching (August 7, 2024).
Watch on YouTube
The WealthStack Podcast (WealthManagement.com) – “Keeping Tech Simple as a Virtual Advisor with Derek Notman”
Podcast from WealthManagement.com’s WealthStack property (June 2, 2023). Same publisher that awarded Derek Wealthies Rising Star of the Year.
Watch on YouTube
Twelve verified podcast conversations in which Derek Notman discussed Couplr substantively, between November 2022 and April 2026. Episodes marked Transcript have full official transcripts available on the publisher’s page.
Episodes with Official Transcripts
AI for Advisors: Season 1, Episode 22: “Advisors Are Using AI Wrong”
April 23, 2026 · Hosts: Mark Heynen & James Cantwell · 1h 10m
Mark Heynen and James Cantwell examine where advisors should draw the line with AI. Derek argues most advisor marketing is already broken and that AI risks making it worse if used the wrong way; the conversation centers on matchmaking and alignment as the alternative to automated cold outreach. Watch on YouTube.
Beacon 1% Better Every Day: Episode 5: “Rebuilding Trust in Wealth”
October 1, 2025 · Host: Chip Kispert · 28m
Derek discusses why cold outreach erodes trust, how Couplr’s human-connection model works, orphan-account rematching, and what the platform is learning from behavioral and cross-market data. Read the full transcript on Beacon Strategies.
WealthTech Today: Episode 298: “AI Is the New Rainmaker: Smarter Client Matching”
July 28, 2025
Derek explains that the “advisor client matchmaking system is broken” and how Couplr replaces cold outreach with “psychology-backed introductions.” Listen on WealthTech Today.
PracticeLab (Capital Group): “Use AI to make more human connections”
June 25, 2025 · 33m
Capital Group frames Derek as the founder of Couplr AI and has him explain Couplr as “eHarmony for insurance and wealth management,” then discuss how AI and data science improve client-advisor fit. Read the full transcript on Capital Group.
New Planner Podcast: Episode 232
June 6, 2025 · Host: Caleb Brown, CFP®
Derek explains how the industry pain point that became Couplr emerged from his own advisor experience, then discusses Couplr AI’s impact on advisor experience and the “lead conversion versus lead gen” distinction, plus the live partnership with The American College. Read the transcript on New Planner Recruiting.
The Customer Wins: “Simplifying How Financial Advisors Connect With Clients”
April 3, 2023 · Host: Richard Walker (Quik!) · ~27m
Derek explains Couplr as a consumer-advisor matching platform built around trust, customer experience, and human dimensions rather than generic lead buying, famously calling it “what would happen if eHarmony and Bumble got married and had a kid.” Read the full transcript on Quik!.
Fintech Impact: Episode 285: “Couplr with Derek Notman”
July 18, 2023 · Host: Jason Pereira · 37m
Derek and Jason discuss Couplr’s lead-gen model, trust-building, warm inbound traffic, advisor-client matching, and data/AI improvement loops. Detailed chapter markers throughout. Listen on JasonPereira.ca.
Additional Verified Appearances
Advisor Mentorship Program: Episode 121
August 25, 2026 · Host: Jeremy Houser
Derek on rethinking client acquisition: why a defined niche builds stronger relationships than broad prospecting, how LinkedIn lets prospects build trust before the first meeting, and how matching technology improves advisor lead conversion without replacing the human relationship. Listen on the Advisor Mentorship Program.
Planning & Beyond: Episode 34: “The Psychology Behind Lead Generation & Conversion”
October 9, 2025 · 37m
Why advisors often focus on the wrong problem: the real challenge is lead conversion, not lead generation. Show notes describe Couplr as “white-label matching technology for financial advisors.” Listen on Planning & Beyond.
Ridiculously Human: Episode 175
July 3, 2025 · 1h 12m
Derek on money literacy, our relationship with money, and how AI can be used as a counter-force to fix that relationship rather than replace it. Listen on Ridiculously Human.
Advisor Development Show with Karl Hoover: S5E1: “Finance, FinTech, and Fatherhood”
June 15, 2023 · 42m
What Couplr is, how it helps generate leads, and the advantage of warm leads. Couplr block 14:59–20:44. Season 5 episodes.
The WealthStack Podcast: “Keeping Tech Simple as a Virtual Advisor”
June 2, 2023 · Host: Shannon Rosic, WealthManagement.com
Derek’s wealthtech outlook, including where AI fits in and the future of Couplr and Conneqtor. Listen on WealthManagement.com.
CRM Unlocked: Episode 21: “Making Your Advisory Business Successful in the Digital World”
November 22, 2022 · Host: Skience · 32m
How consumer expectations and technology have changed the delivery of financial services, and how Couplr is revolutionizing the lead-generation process. Listen on Apple Podcasts.
Estate Guru webinar — “The Conversion Truth: Why More Leads Won’t Fix Your Growth Problem” (July 2026). Derek argues that most advisors’ real problem isn’t lead generation — it’s lead conversion. Fit, timing, and trust are the true levers; behavioral matching and predictive life-event signals are how those levers actually move.
The Perfect RIA — “The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt” (Matthew Jarvis, June 4, 2026). A book-tour conversation with Matt Jarvis’s advisor-industry audience on Derek’s separate REBL Dads project — intentional leadership, community for entrepreneurial fathers, and lessons from 100+ father interviews. Included here because the audience overlap with Couplr’s ICP is meaningful. theperfectria.com
FinServ Podcast — “The REBL Dad Blueprint with Derek Notman and Adam Holt” (Jamie Hopkins, May 26, 2026). A book-tour appearance on the FinServ Foundation podcast covering work-life integration, leadership, and the recurring principles identified across the REBL Dads father-interview corpus. Apple Podcasts
Media Inquiries
For interview requests, expert commentary on advisor-client matching, behavioral finance, or the future of financial advice distribution, contact hello@couplr.ai. Couplr and Derek Notman, CFP®, are available for podcast interviews, panel discussions, and conference keynotes.