<p class="MsoNormal">How can financial advisors sift through all the AI noise? With the help of someone who knows both worlds. Derek Notman is a financial advisor with 20 years of experience and the founder and CEO of Intrepid Wealth Partners. He is also the founder and CEO of fintech Couplr AI, which uses AI and data science to match prospective clients with the most compatible advisors. Listen now as he boils everything down to the most important things advisors need to know about AI.</p>

How can financial advisors sift through all the AI noise? With the help of someone who knows both worlds. Derek Notman is a financial advisor with 20 years of experience and the founder and CEO of Intrepid Wealth Partners. He is also the founder and CEO of fintech Couplr AI, which uses AI and data science to match prospective clients with the most compatible advisors. Listen now as he boils everything down to the most important things advisors need to know about AI.

<p>How can financial advisors sift through all the AI noise? With the help of someone who knows both worlds. Derek Notman is a financial advisor with 20 years of experience and the founder and CEO of Intrepid Wealth Partners. He is also the founder and CEO of fintech Couplr AI, which uses AI and data science to match prospective clients with the most compatible advisors. Listen now as he boils everything down to the most important things advisors need to know about AI.</p>

Use AI to make more human connections, with Derek Notman

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. 

In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you'll want to tune in to these episodes and hear some of the best ideas in the business. 

The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast.


On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.

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If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you'll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.

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Use AI to make more human connections, with Derek Notman

Use AI to make more human connections, with Derek Notman

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