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The Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With Money

Aug 07, 2024

🙌 On the latest episode of The Get Ready Money Podcast, I spoke with Derek Notman, the founder and CEO of Couplr.ai about changing the way we think about money and fixing our relationship with money.

🧐 In this episode we discussed:

👉 The importance of recognizing that money is a tool.

👉 Why we need to clarify what we want money to do for us.

👉 That once you know your problem, you can solve it with the right tool.

👉 How artificial intelligence can help empower advisors to have deeper and more meaningful engagement with clients.

👉 When we have a good relationship with money, when we are educated, when we are given good advice and guidance, a lot of good things can happen.

 

🎥 Watch this episode below: 

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🎧 Listen to the podcast below or on your favorite podcast app.

 

 

 

 

Connect with Derek Notman:

LinkedIn: https://www.linkedin.com/in/dereknotman/

Couplr.ai : https://www.couplr.ai/

Podcast:

ReThink Financial Advisor podcast https://feeds.acast.com/public/shows/rethinkfa

Bio:

 Derek Notman is a the Founder & CEO of Couplr AI. Using data science and flip-flop-inspired thinking, we're tackling client acquisition & orphan client problems in the investment and insurance industries. Derek is the co-host of Rethink Financial Advice Podcast: We question everything about financial advice, because sometimes the best way to fix things is to laugh at them first.

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