OM DENNA PODDSÄNDNING 🔗
Learn how to stay irreplaceable in a world of AI. "Only Human" explores strategies for financial advisors to leverage their unique human edge and thrive alongside technology.
Värdar:
Uppdateringsfrekvens:
every 33 days
Genomsnittlig ljudlängd:
48 minutes
Gästintervjuer
Har sponsorer
Engelsk
USA
18 avsnitt
sedan 14 februari 2025
episodic
SENASTE AVSNITTET 🔗
In this Only Human episode, Yohance sits down with Mark S. Tenenbaum from the Kitces team to unpack what the latest advisor marketing research really says about referrals, niche marketing, podcasting, seminars, and advisor tech. They get practical about what actually drives trust and growth for fin…
SÖK TIDIGARE AVSNITT
Sök efter tidigare avsnitt från Only Human.
TIDIGARE AVSNITT 🔗
Yohance Harrison talks with Kyle DeBell of Think2Perform about behavioral financial advice, AI in financial planning, and why human connection still matters most. They dig into values-based decision-making, neuroscience, advisor coaching, and how technology can help advisors listen better instead …
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, an…
In this episode of The Money Script Podcast, Yohance sits down with Rahkim Sabree, author of Overcoming Financial Trauma, for a candid conversation about how money stress, fear, and past experiences shape financial behavior. Rahkim breaks down what financial trauma is, how it shows up through inves…
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 h…
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 liste…
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 t…
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 ch…
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 …
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…
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Yohance Harrison, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.
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