DiscoverPracticeLabUse AI to make more human connections, with Derek Notman
Use AI to make more human connections, with Derek Notman

Use AI to make more human connections, with Derek Notman

Update: 2025-06-26
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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.

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Use AI to make more human connections, with Derek Notman

Use AI to make more human connections, with Derek Notman