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

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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. 
• 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. 

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.

Connect with Derek Notman:

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

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

Podcast: 

ReThink Financial Advisor podcast

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.