Find the Right Clients
Find more ideal clients, for the right reasons, at the right place and time.
At Couplr, you’ll be matched using a smart set of machine learning algorithms based in the science of interpersonal trust to ensure that you find the best possible match. The results just feel right since we are combining data science with the human desire to connect with those like us.
Couplr uses smart technology rooted in the science of interpersonal trust and decades of data to match you with ideal clients based upon who you are as a person, personally & professionally.
Access to advice should not be based on how much you make or how much you are worth.
Trust is a must when it comes to wanting help with our money, if you like someone and share strong commonalities you have set the stage for trust to occur.
How much are you currently paying for leads and marketing? There is a high likelihood Couplr will help you drastically reduce these expenses while bringing in more, higher quality leads.
76% of advisors spend $500 or less/month on digital marketing activities, Couplr’s pricing replaces ineffective marketing spend with highly effective convertible spend that gets you qualified leads. Couplr is currently free for advisors, but will become a paid service in the future.
What does an average client generate in revenue for you in
the first 12 months? 24 months? Let’s do some simple math in this example:
4 new clients over 12 months from Couplr
Assume Couplr costs $200/month = $2,400 total spend over 12 months
Each client is worth $1,500 of revenue in the first year
4 X $1,500 = $6,000
ROI = 150%
Plug in your own numbers, what’s your ROI?
We are programmed to avoid strangers. From early childhood,
the majority of us are told not to trust strangers. Don’t look at them, don’t talk to
them, and definitely don’t go anywhere with them. Even as we grow into adults with
better judgment, we’re reluctant to trust people we don’t already know. And our parents’
warnings aren’t the only reason for this.
Trust is founded on common ground. This tendency to gravitate toward people with similar
interests or beliefs is called homophily. Whom would you trust more: someone who shares
your beliefs and interests, or someone who opposes them? That’s not to say it’s
impossible to trust someone who thinks differently from you, but it’s not as
easy.
“When individuals hold a variety of prominent values in common, they often tend to
develop a sense of familiarity that renders the behavior of the other more
predictable and, in turn, promotes trust.”
Trust is a two way street, just like your clients need and want to trust you, you
deserve the same. You deserve high quality leads with people that you have a high
likelihood of liking and trusting, Couplr helps you find the right clients, people you
actually want to work with.
After 15+ years as a successful financial advisor, founder
Derek Notman saw one pivotal issue: a lack of empathy and trust needed to form new
relationships between clients & advisors.
Knowing that connecting on a human level
was foundational to trust, empathy, and success, Derek created a solution that truly
works: a smart algorithm technology rooted in many decadesof the science of
interpersonal trust to match clients and financial advisors.
The results are
personal, they just feel right. The result feels magical, but it’s what happens when we
Coupl science and being human.
Success happens when you are able to bring on new ideal clients into your business. Success happens when you can bring these new clients on in a predictable, scalable, and affordable manner. Couplr helps you do this like no other tool has been able to do before.
Eventually we will be asking advisors to pay one flat
monthly subscription price for access to unlimited potential leads. No sign up costs, no
long term commitments, cancel anytime.
But at this time it is 100% free to sign up so grab your spot now!
Answer some simple questions and let’s start the journey of finding your perfect clients.