Financial advisors aren’t being replaced by AI, they’re being freed by it. Yohance Harrison sits down with John Foard, co-founder of Crown Advisors, to unpack how small firms can use AI to reduce busywork, improve note-taking, hire more people, and deepen human connection in client meetings. They cover industry fear vs. reality, compliance upside, meeting note-takers like Zoom AI and Hazel, and a rapid-fire “Marry, Divorce, Date” on advisor tech. 

Links mentioned:

crownadvisorgroup.com

Email: [email protected]

Social: Crown Advisors and Retire Stronger.

 Recorded after Future Proof. 

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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

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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 times. If you want to build trust, retain clients, and stay irreplaceable, this episode is a masterclass in human connection for advisors. #BehavioralFinance #EmotionalIntelligence #FinancialAdvisors

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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 traditional bank fees and optimizing your business finances. Listen now & claim a special offer! #BusinessBanking #FinancialAutomation #ProfitFirst #EntrepreneurFinance

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#FinancialAdvising #WealthManagement #FinTech #FinancialPlanning