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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. The ...
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 strategi ...
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 import ...
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 int ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Yohance Harrison, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.