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.

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hazel.altruist.com

Altruist Privacy Policy

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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.

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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

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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

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.

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.

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

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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