Only Human
Claim This Podcastby Yohance Harrison
Podcast Authority
Beta
Podcast Overview
<p>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.</p>
Language
🇺🇲
Publishing Since
2/14/2025
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Recent Episodes
July 15, 2026
Inside Modern Practice Management with Will Hoffman
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 list...
June 30, 2026
Can an Algorithm Listen? Financial Advice in the Age of AI
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. ...
May 29, 2026
A Conversation With Matthew Halloran
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, change management, and the future of financial planning. Plus, they close with Only Human’s “marry...
14 total episodes available
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Frequently asked questions
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- What is Only Human?
<p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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