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The Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With Money
Manage episode 433012790 series 3511982
Το περιεχόμενο παρέχεται από το Tony Steuer. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Tony Steuer ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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:
Κεφάλαια
1. The Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With Money (00:00:00)
2. Transforming Financial Futures With Expert Insights (00:00:04)
3. Trust and Intelligence With AI (00:10:22)
4. Mastering Money Management for Financial Success (00:23:52)
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