Only Human

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, date” segment, where they trade sharp takes on the tools advisors can’t live without, the ones causing headaches, and the emerging platforms worth watching.

Linkedin-  Mark Tenenbaum

Website-kitces.com/productivity 

Tech Stacks

Financial Planning & Wealth Management Platforms

• eMoney Advisor
• RightCapital
• MoneyGuidePro
• Income Lab
• Hazel AI

CRMs & Firm Operating Systems

• Wealthbox
• Slant AI
• Advyzon 
• Orion
• Black Diamond

AI & Voice/Automation Tools

• Claude for Financial Services (Anthropic)
• Whisper (OpenAI Voice-to-Text)
• Zocks

Data Aggregation & Integration Tools

• Plaid
• Yodlee

 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 episode is for financial advisors, planners, and wealth professionals who want to combine behavioral finance, better conversations, and modern tech without losing the human side of advice.

Linkedin- Kyle Debell

Website: https://www.think2perform.com/

BFA Page: https://www.think2perform.com/behavioral-financial-advice-program/

Values Exercise: https://www.think2perform.com/values/

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 “marry, divorce, date” tech segment and practical ideas advisors can use right away to stay visible, efficient, and human.

Linkedin-https://www.linkedin.com/in/briancthorp/

Website-  https://wealthtender.com/

https://wealthtender.com/advisors/marketing/how-financial-advisors-appear-in-chatgpt-ai-search/

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 financial trauma, money mindset, behavioral finance, and healthier money habits, this episode offers a thoughtful, practical place to start.

Linkedin: Rahkim Sabree

Website: https://www.rahkimsabree.com/

Book: Overcoming Financial Trauma

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 listen for RIAs, wealth managers, and advisors thinking about AI, scaling, and modern practice management.

Linkedin- William Hoffman

Instagram: @hoffmanwealthmanagement

YouTube: @hoffmanwealthmanagement

Facebook: Hoffman Wealth Management

 Website-  www.hoffmanwealth.com

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. If you want practical insight on AI for financial advisors, tax planning, client empathy, and advisor technology, this episode delivers.

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, divorce, and tech on the side” game, where Matt weighs Claude vs. ChatGPT and talks about what tech he’s keeping close.

Website:www.matthalloran.com

IG: matthew_halloran

Linkedin-Matt Halloran

 #Themoneyscript #money #recession #family #financialplanning #house #financialliteracy 

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 the thinking behind his new book, The Hidden Heist, and how advisors can use money stories to create deeper client relationships

Referral Coach

The Hidden Heist

[email protected]

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 financial advice, real-life stories, and a foundational approach to personal finance. 

#MoneyScriptPodcast #FinancialLiteracy #HighFiveBanking

Linkedin- Sahirenys Pierce

The High 5 Banking Method

Amazon

Barnes & Noble

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 podcasting, and a candid discussion about the role of AI in modern financial practices. This episode is a must-listen for advisors looking to stay ahead in the digital age.

Links Mentioned:

Podcast Principles

Forward Focus Forum

Linkedin-Ryan

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