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.
From Broken Connections to Better Clients: Rethinking the Advisor Stack
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 financial advisors, then shift into a candid conversation about AI, CRM tools, planning software, and the future of the advisor tech stack. The standout moment is the show’s signature “marry, divorce, ...
9 Sept 2026
AI Can’t Touch This: The EQ Advantage
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 of replacing relationships. Kyle shares practical insight on the BFA designation, using CRM and AI tools well, and why clients need empathy during stressful money moments. This Only Human episo...
12 Aug 2026
AI, Algorithms & Advisor Success: How Wealthtender Wins in the Age of AI Search
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, and streamline prospect journeys. They also dig into automation with Claude and Zapier, the role of domain authority, and which advisor software may survive the AI shift. The episode closes with a fun...
23 Jul 2026
Unpacking Financial Trauma with Rahkim
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 investing, scarcity, and identity, and why even high earners carry it. The episode also explores financial FOMO, nervous system responses, and Rahkim’s 3E framework for healing. If you’re interested in f...
15 Jul 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...
30 Jun 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. ...
29 May 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...
22 May 2026
A Conversation With Bill Cates
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, better referral conversations, and how to turn client value into real advocacy. Bill also shares t...
24 Apr 2026
A Conversation With Sahirenys Pierce
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 fin...
2 Apr 2026
A Conversation With Ryan Sullivan
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...
9 Jan 2026
A Conversation With Fernando San Martin and Gokul Ramanathan
Yohance Harrison interviews Fernando San Martin and Gokul Ramanathan about Hazel AI's evolution and integration with Altruist Financial, revealing how AI tools maintain the human element in wealth management.
2 Nov 2025
A Conversation With John Foard
John Foard of Crown Advisors discusses with Yohance Harrison how financial advisory firms leverage AI to minimize administrative tasks and foster stronger client relationships in this interview.
9 May 2025
Why AI Can’t Know Your Client: The Advisor’s Edge in a Tech-Driven World
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 ...
11 Apr 2025
Why Emotional Intelligence Beats Artificial Intelligence Every Time
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 ti...
21 Mar 2025
Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant
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 t...
14 Mar 2025
How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky
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 cl...
28 Feb 2025
The Future of Small Business Banking: Yohance Harrison & Deanna Zubrickas on Profit First and Relay
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, and seamless integrations can transform how you manage money. Plus, get insights on avoiding tradit...
14 Feb 2025
Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper
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 also discuss RIA tech stacks, financial planning strategies, and making wealth management accessi...
Who has been a guest on Only Human
Names identified in recent episode analyses. Showing up to five guests.
Fernando San Martin
Gokul Ramanathan
John Foard
Reach and audience
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Apple Podcasts (US)
5.0 / 5
2 ratings
Podcast Authority Score: 18 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
24
Social presence
0
YouTube
0
Engagement
32
Contact Only Human
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Questions about Only Human
Who hosts Only Human?
Yohance Harrison host the show. Published by Yohance Harrison.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
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