Derek is a financial service professional committed to transforming the industry through his work with Couplr, Conneqtor, and RethinkFA. He was born in Ireland and has a diverse cultural background, and he has a passion for travel and adventure. Derek entered the financial industry in 2006 and eventually started his own firm, transitioning to a virtual model in 2013 to better serve his clients and achieve a better work-life balance. He has firsthand experience as an advisor and fintech founder and is determined to solve big problems in the financial sector. The Couplr fintech lead generation solution helps companies (and their advisors) get more customers in a modern way that's more efficient and less expensive. Only available as a white-label enterprise solution.
Check out Couplr: https://www.couplr.ai/.
Watch the Full Interview: https://youtu.be/G2
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