Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial advisor for their needs. Jason mentions that he often gets pitched similar ideas, but he finds Derek's approach unique and effective. Derek explains that Couplr is focused on fixing lead generation in the financial advisory industry. He highlights that lead generation has been a personal frustration for him, and Couplr aims to address this issue.
Episode Highlights
- 01:08: Couplr is a platform that combines the concepts of eHarmony and Bumble. It focuses on facilitating connections between financial advisors and consumers based on the human elements and dimensions of the relationship.
- 03:07: Early in his career, Derek joined New York Life and encountered the traditional methods of lead generation, such as cold calling, door knocking, and attending networking events like BNI meetings.
- 12:02: Derek introduces the concept of warm inbound traffic, which refers to the existing pool of people actively searching for financial guidance.
- 14:06: Derek further explains that Couplr empowers consumers by allowing them to research and get matched with an advisor when they are ready.
- 17:21: Derek highlights the importance of providing valuable information and building trust with consumers before they even contact the advisor.
- 34:20: Through the work at Couplr, Derek aims to break down the friction and barriers in the financial industry, enabling more advisors to help more clients.
- 36:20: Derek shared his passion for fixing the issues surrounding money and improving financial outcomes for individuals and advisors. The conversation highlighted the complex nature of financial relationships and the significance of addressing them effectively.
3 Key Points
- Derek explains how Couplr's approach to lead generation is different from the traditional methods like SEO and paid ads.
- Derek explains the "bumble aspect" of Couplr, where consumers can explore the matches, read buyer reviews, visit websites, and check broker checks to gather more information about the advisors.
- By leveraging machine learning and AI, Couplr aims to continually improve its models and gather valuable data insights.
Tweetable Quotes
- "The current process of finding a financial advisor is broken, as it fails to create a positive experience for both clients and advisors." – Derek
- "Couplr aims to help consumers find the best advisor based on shared human dimensions, commonalities, experiences, and philosophies." – Derek
- "By focusing on connecting consumers and advisors on a human level, Couplr offers a more targeted and effective solution." – Derek
- "Minimizing friction is crucial for adoption and user satisfaction." – Jason
- "Money is a powerful tool that people have access to, yet there is a lack of education and guidance in managing it effectively." - Derek
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- https://www.couplr.ai/about-couplr/
- Podcast Editing
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