Money & Matchmaking
Derek N.H. Notman, CFP?
Founder & CEO at Couplr.ai. Organic Growth Engine for Insurance & Wealth Management Companies and their Financial Advisors | REBL Dad | Speaker | Co-Host Rethink FA Podcast
How the Network Effect Can Find Your Financial Soulmate
Let's face it, money can be complicated. Having a healthy relationship with it requires financial literacy, guidance, and trust. That's where financial advisors come in, but finding the right one can feel like searching for a needle in a haystack. Enter the network effect, a powerful force that's changing the game.
Imagine:
The Network Effect at Work
The network effect is a business principle that illustrates the idea that when more people use a product or service, its value increases. The network effect significantly applies to digital platforms, dating all the way back to the internet itself. When the internet became more widely used, more people relied on it to conduct work, deepen personal connections, and for research and other functions.
Think of a snowball rolling downhill, gathering momentum as more snow is added and more people push it. That's the network effect in action. Platforms like Couplr AI leverage this principle to connect clients and advisors in a mutually beneficial way:
For Clients:
For Advisors:
The Ripple Effect of Trust
By leveraging the network effect , we can improve our relationship with money in several ways:
Remember:
Finding your financial soulmate doesn't have to be a solo mission. Embrace the power of the network effect and embark on a journey towards a healthier, happier relationship with your money.
To learn more how we are leveraging the network effect with Couplr AI, check out our website .
Until next time, all the best to you and your money!
Cheers,
Derek Notman
Building @ AmplifiedAdvisors.io
9 个月Great point you make about matching going beyond assets, zip codes, and all the data points. It has to be on a level of trust, values and principles - what truly creates a great advisor-client relationship.
Founder of the Wealthy Woman Book Club?, Financial Dignity? Coach to High-Earning Professionals, Podcast Host of Money is Emotional
9 个月Sounds like a winning formula to me!
Giving sales executives and entrepreneurs a purpose for their wealth I Founder of Pashman Financial, LLC
9 个月That partner will help you open more doors than you can think! So important to have building on this journey.
I Help Entrepreneurs With $30m+ Build Their Family Office.
9 个月I love the concept of the financial soulmate... seems like kind of a riff on the visionary / integrator partnership, that ELOS popularized... I really just had a good dynamic partnership with collaborative minded people and opposite but aligned skill sets keep fixing money, dude
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9 个月I agree with the idea of having an accountability partner. It's great to have someone keep an eye for our best.