Only Human

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 d...

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, c...

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, b...

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...

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 professiona...

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...

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 boundari...

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 NU...

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 importan...

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 hi...

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,...

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...