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AI Doesn't Know Your Client: Why Advisors Still Matter
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 a financial advisor learning to balance tech and trust, this is your roadmap. #financialplanning #AIinfinance #KnowYourClient #behavioralfinance #OnlyHumanPodcast
YouTube
www.second-comma.com
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By Yohance HarrisonIn 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 a financial advisor learning to balance tech and trust, this is your roadmap. #financialplanning #AIinfinance #KnowYourClient #behavioralfinance #OnlyHumanPodcast
YouTube
www.second-comma.com