Only Human

The Money Script Podcasts

The Money Script Podcasts

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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.

12 thg 8

AI, Algorithms & Advisor Success: How Wealthtender Wins in the Age of AI Search

In this Only Human episode, Yohance Harrison talks with Brian Thorp, founder of Wealthtender, about financial advisor reviews, SEO, AI, and the future of advisor tech. Brian shares how Wealthtender helps advisors collect compliant client reviews, improve visibility in Google and AI search tools, and streamline prospect journeys. They also dig into automation with Claude and Zapier, the role of domain authority, and which advisor software may survive the AI shift. The episode closes with a fun “marry, divorce, date” tech segment and practical ideas advisors can use right away to stay visible, efficient, and human. Linkedin-https://www.linkedin.com/in/briancthorp/ Website- https://wealthtender.com/ https://wealthtender.com/advisors/marketing/how-financial-advisors-appear-in-chatgpt-ai-search/
15 thg 7

Inside Modern Practice Management with Will Hoffman

In this Only Human episode, Will Hoffman joins the show to talk about how AI is changing financial advisor workflows, client service, and firm growth. He shares his path from insurance to independence, how Hoffman Wealth Management uses Jump and Claude, and why better tech can make advisors more human, not less. A standout moment comes in the show’s “marry, divorce, date” segment, where Will names the tools he’s committed to, leaving behind, and exploring next. This episode is a strong listen for RIAs, wealth managers, and advisors thinking about AI, scaling, and modern practice management. Linkedin- William Hoffman Instagram: @hoffmanwealthmanagement YouTube: @hoffmanwealthmanagement Facebook: Hoffman Wealth Management Website- www.hoffmanwealth.com
30 thg 6

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.
29 thg 5

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
22 thg 5

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
2 thg 4

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
9 thg 1

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
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

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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.

Kênh

The Money Script Podcasts
Nhà sáng tạo

Yohance Harrison
Năm hoạt động

2025 - 2026
Tập

14
Xếp hạng

Sạch
Bản quyền

© 2026 Only Human
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