Only Human

The Money Script Podcasts
  • 5,0 (2)
  • Investissement
  • Toutes les 2 semaines

Learn how to stay irreplaceable in a world of AI. "Only Human" explores strategies for financial advisors to leverage their unique human edge and thrive alongside technology.

Épisodes

  1. Can an Algorithm Listen? Financial Advice in the Age of AI

    -5 j

    Can an Algorithm Listen? Financial Advice in the Age of AI

    In this Only Human episode, Yohance Harrison talks with Emlen Miles Mattingly about how AI is changing financial advice without replacing human connection. They swap real stories about Hazel catching tax return mistakes, advisors using Claude and ChatGPT, and why better tech can help advisors listen more closely when clients are grieving, stressed, or making big money decisions. The episode also digs into Schwab’s AI strategy for smaller accounts and what that means for independent advisors. If you want practical insight on AI for financial advisors, tax planning, client empathy, and advisor technology, this episode delivers.

    59 min
  2. A Conversation With Matthew Halloran

    29 mai

    A Conversation With Matthew Halloran

    In this Only Human episode, Yohance Harrison talks with Matthew Halloran about AI for financial advisors, advisor productivity, and the human side of work-life balance. Matt shares the personal story behind his move to Zocks, why he believes AI can give advisors 10 hours a week back, and how that time can improve family life, client service, and leadership. They also dig into advisor technology, change management, and the future of financial planning. Plus, they close with Only Human’s “marry, divorce, and tech on the side” game, where Matt weighs Claude vs. ChatGPT and talks about what tech he’s keeping close. Website:www.matthalloran.com IG: matthew_halloran Linkedin-Matt Halloran  #Themoneyscript #money #recession #family #financialplanning #house #financialliteracy

    46 min
  3. A Conversation With Bill Cates

    22 mai

    A Conversation With Bill Cates

    In this Only Human episode, Yohance Harrison talks with referral expert Bill Cates about what makes a financial advisor truly stand out in an AI-driven world. Bill shares why the future belongs to the transformational advisor — someone who does more than deliver a plan and actually helps clients change how they think, feel, and act around money. They cover cash flow management, client discovery, better referral conversations, and how to turn client value into real advocacy. Bill also shares the thinking behind his new book, The Hidden Heist, and how advisors can use money stories to create deeper client relationships Referral Coach The Hidden Heist BillCates@ReferralCoach.com

    57 min
  4. A Conversation With Ryan Sullivan

    2 avr.

    A Conversation With Ryan Sullivan

    In this episode of Only Human, host Yohance Harrison welcomes Ryan Sullivan, founder of Podcast Principles, to discuss the intersection of podcasting, AI, and financial advisory. Listeners will hear actionable advice on how financial advisors can launch their own podcasts, leverage AI to streamline processes, and build sustainable marketing and client engagement strategies. Key highlights include a deep dive into the "marry, divorce, date" tech segment, practical tips for getting started with podcasting, and a candid discussion about the role of AI in modern financial practices. This episode is a must-listen for advisors looking to stay ahead in the digital age. Links Mentioned: Podcast Principles Forward Focus Forum Linkedin-Ryan Subscribe for more on staying irreplaceable in the age of AI

    47 min
  5. A Conversation With Fernando San Martin and Gokul Ramanathan

    9 janv.

    A Conversation With Fernando San Martin and Gokul Ramanathan

    In this episode of the Only Human Podcast, host Yohance Harrison is joined by the Hazel team from Altruist Financial to explore the evolution of Hazel AI, its integration with Altruist, and the future of AI-driven wealth management. The discussion covers the birth and growth of Hazel, the importance of security and privacy in AI tools for advisors, and how technology can help financial professionals stay human while scaling their impact. The episode also features the signature "Marry, Divorce, Date" segment, offering candid insights into the fintech landscape for advisors. If you’re a financial advisor seeking to optimize your tech stack and leverage AI for efficient, personalized client service, this episode is a must-listen. Links Mentioned: hazel.altruist.com Altruist Privacy Policy Linkedin-Fernando Linkedin-Gokul Subscribe for more on staying irreplaceable in the age of AI

    1 h
  6. A Conversation With John Foard

    02/11/2025

    A Conversation With John Foard

    Financial advisors aren’t being replaced by AI, they’re being freed by it. Yohance Harrison sits down with John Foard, co-founder of Crown Advisors, to unpack how small firms can use AI to reduce busywork, improve note-taking, hire more people, and deepen human connection in client meetings. They cover industry fear vs. reality, compliance upside, meeting note-takers like Zoom AI and Hazel, and a rapid-fire “Marry, Divorce, Date” on advisor tech.  Links mentioned: crownadvisorgroup.com Email: info@crownadvisorgroup.com Social: Crown Advisors and Retire Stronger.  Recorded after Future Proof.  Subscribe for more on staying irreplaceable in the age of AI

    41 min
  7. AI Doesn't Know Your Client: Why Advisors Still Matter

    09/05/2025

    AI Doesn't Know Your Client: Why Advisors Still Matter

    In this episode of Only Human, host Yohance Harrison sits down with Mark Hansen—founder of Second Comma and host of The Quiet Part—to dive deep into why AI can’t truly “know your client.” They discuss real-world examples of how advisors can use AI for efficiency without outsourcing emotional intelligence, client context, and core advisory work. Mark shares tools, frameworks, and ethical boundaries that every financial advisor should consider when integrating AI into their practice. If you're a financial advisor learning to balance tech and trust, this is your roadmap. #financialplanning #AIinfinance #KnowYourClient #behavioralfinance #OnlyHumanPodcast Twitter LinkedIn Facebook Instagram YouTube www.second-comma.com

    28 min
  8. Why Emotional Intelligence Beats Artificial Intelligence Every Time

    11/04/2025

    Why Emotional Intelligence Beats Artificial Intelligence Every Time

    Licensed therapist and financial behavior specialist Ashley Quamme joins Yohance Harrison to unpack how emotional intelligence (EI) can be an advisor’s greatest asset. In a world increasingly influenced by artificial intelligence, this episode explores how empathy, self-awareness, and social skills help financial professionals build deeper client relationships. Discover practical tools like the NURSE framework, the difference between real and fake EI, and why therapy isn't just for the bad times. If you want to build trust, retain clients, and stay irreplaceable, this episode is a masterclass in human connection for advisors. #BehavioralFinance #EmotionalIntelligence #FinancialAdvisors

    39 min
  9. Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant

    21/03/2025

    Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant

    On this episode of the Only Human podcast, behavioral financial advisor Yohance Harrison sits down with Shelby Rothman of Enjoy Financial to explore how storytelling makes financial advice stick. With 25+ years of experience, Shelby shares how personal stories and client empathy create deeper trust than any tech tool can. They talk recession fears, the real role of AI in practice, and the importance of client-centered planning. Whether you're a new or seasoned advisor, this episode delivers timeless insights for staying irreplaceable in an AI-driven world.

    35 min
  10. How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky

    14/03/2025

    How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky

    In this episode of Only Human, host Yohance Harrison sits down with Paul Sydlansky, founder of Lake Road Advisors, to explore how financial advisors can stay human and irreplaceable in an AI-driven world. They discuss the evolution of financial planning technology, the importance of relationships in advisory services, and the tools that genuinely add value to clients. Paul shares insights from his journey from Wall Street to independent advising, the challenges of technology adoption among clients, and practical ways advisors can remain competitive. Tune in to learn how to balance tech efficiency with the irreplaceable human touch in financial advising.

    33 min

  11. 28/02/2025

    The Future of Small Business Banking: Yohance Harrison & Deanna Zubrickas on Profit First and Relay

    Welcome back to Only Human, brought to you by The Money Script! In this episode, Yohance Harrison sits down with Deanna Zubrickas from Relay, a leading online banking platform for small businesses. They discuss profit-first banking, automation, and financial strategies that help business owners take control of their cash flow. Learn how Relay’s free business banking, multiple checking accounts, and seamless integrations can transform how you manage money. Plus, get insights on avoiding traditional bank fees and optimizing your business finances. Listen now & claim a special offer! #BusinessBanking #FinancialAutomation #ProfitFirst #EntrepreneurFinance Relay X Instagram  Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Relay Visa Debit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be be used anywhere Visa cards are accepted. The Relay Visa Credit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used everywhere Visa credit cards are accepted.

    22 min
  12. Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper

    14/02/2025

    Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper

    How do financial advisors stay human in an industry dominated by tech and automation? In this episode of Only Human, host Yohance Harrison sits down with financial planner Chelsea Ransom Cooper to explore the evolving role of technology in financial advising. From her journey into wealth management to leveraging AI and data visualization, Chelsea shares how fintech is changing the landscape. They also discuss RIA tech stacks, financial planning strategies, and making wealth management accessible. Whether you're an advisor or a client, this conversation will help you navigate the balance between technology and the human touch. #FinancialAdvising #WealthManagement #FinTech #FinancialPlanning

    31 min
  • 12 épisodes

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À propos

Learn how to stay irreplaceable in a world of AI. "Only Human" explores strategies for financial advisors to leverage their unique human edge and thrive alongside technology.

Informations

  • Chaîne
    The Money Script Podcasts
  • Création
    Yohance Harrison
  • Années d’activité
    2025 - 2026
  • Épisodes
    12
  • Classification
    Tous publics
  • Copyright
    © 2026 Only Human
  • Site web de l’émission
    Only Human

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