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/

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

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.