エピソード

  • A Conversation With Sahirenys Pierce
    2026/04/24

    The Money Script Podcast, hosted by Yohance Harrison, returns with guest Sahirenys, author of "The High Five Banking Method." In this episode, they discuss the origins and impact of the High Five Banking Method, personal stories about overcoming financial crises, and practical strategies for better money management. Listeners will hear about first money memories, the importance of budgeting, and actionable tips like the "cut, keep, or reduce" strategy. Perfect for anyone seeking relatable financial advice, real-life stories, and a foundational approach to personal finance.

    #MoneyScriptPodcast #FinancialLiteracy #HighFiveBanking

    Linkedin- Sahirenys Pierce

    The High 5 Banking Method

    Amazon

    Barnes & Noble

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    46 分
  • A Conversation With Ryan Sullivan
    2026/04/02

    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

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    47 分
  • A Conversation With Fernando San Martin and Gokul Ramanathan
    2026/01/09

    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

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    1 時間
  • A Conversation With John Foard
    2025/11/02

    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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    41 分
  • AI Doesn't Know Your Client: Why Advisors Still Matter
    2025/05/09

    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


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    28 分
  • Why Emotional Intelligence Beats Artificial Intelligence Every Time
    2025/04/11

    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

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    39 分
  • Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant
    2025/03/21

    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.

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    35 分
  • How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky
    2025/03/14

    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.

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    33 分