The Money Script

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

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Legacy Mode: a conversation with Madre Harper on Building Wealth, Brand, and Purpose Beyond the NFL

NFL player turned entrepreneur Madre Harper joins to talk football, finances, and forging a legacy that lasts. From playing for the Raiders, Giants, Panthers, and Steelers to winning a UFL championship, Madre has done it all on the field—but off the field, he’s even more intentional. He opens up about his first money memory, navigating business ventures in real estate, fitness, and private security, and how content creation is now core to his brand. Whether you’re an athlete, advisor, or entrepreneur, Madre’s mindset on ownership, branding, and legacy will shift how you see your own game.

Infinite Protection - Security and Executive Chauffeur Services

🔗 Follow Madre:

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Instagram & Twitter: @ggshaka_on_top
YouTube: youtube.com/@MadreHarper817

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In this episode, Caleb Brown, CEO of New Planner Recruiting and CFP, shares his insights on financial services, compensation models for financial professionals, and the role of AI in financial planning. He also offers advice for those looking to enter the industry, highlighting essential skills and starting points.  Caleb reflects on his earliest money memory and recommends his book, “Finding Your Path: The Roadmap from Student to Successful Financial Planner,” as a guide for aspiring financial professionals.

Get in touch with Caleb:
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In this episode of Only Human, host Yohance Harrison welcomes financial advisor Chelsea Ransom-Cooper of Zenith Wealth Partners. They discuss how to maintain a human touch in financial planning, even as technology, like AI-driven tools and digital platforms, becomes more integral. Chelsea shares her journey from auditing to empowering first-generation wealth builders, her favorite tech stack essentials, and the role of empathy and accountability in client relationships. Tune in for actionable insights on staying grounded and effective as an advisor in an increasingly tech-heavy industry. Perfect for RIAs and financial professionals navigating change.

1:00 - Introduction to "Only Human"
1:45 - Meet Chelsea Ransom-Cooper
5:21 - Transition to Financial Planning
8:10 - Joining and Leaving a $2B RIA
9:42 - The Birth of Zenith Wealth Partners
12:13 - Balancing Technology and Humanity
19:42 - The Value of Human Advisors
21:09 - Favorite Tools and Honest Feedback
26:00 - Personal Reflections
29:22 - Closing Thoughts and Call to Action

https://zenithwealth.partners/

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In this engaging episode of Between Two Advisors, we welcome Matt Halloran, a professional therapist turned advisor to financial advisors and accomplished author. Matt’s unique journey takes center stage as he shares how he unexpectedly became “Santa Claus” and what led him to a successful career in financial advising.  We dive into his latest book, Shut the F Up and Listen, which explores the transformative power of listening and communication in both personal and professional relationships. Matt offers practical advice on decision-making and taking the first steps toward achieving big goals. He also opens up about the rewarding yet challenging process of writing a manuscript, providing valuable insights for aspiring authors. Additionally, Matt gives us a glimpse into the “7 Ways of Listening,” highlighting one method that can revolutionize how we connect with others. The conversation concludes with a heartfelt reflection on his earliest memory of money and how it shaped his perspective on financial literacy and success.

www.matthalloran.com

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In this episode of The Money Script Podcast, host Yohance Harrison welcomes certified financial planner Katy Song to discuss the importance of balancing the four pillars of life: spiritual, physical, mental, and financial health. Katy shares her journey from investment banking to holistic financial planning and how her innovative flat-fee approach makes financial literacy accessible to families and professionals. They dive into the challenges of managing money in today’s fast-paced, tech-driven world and the pitfalls of financial advice from unregulated influencers. Listen in for actionable strategies to create a solid financial foundation and achieve a well-rounded, fulfilling life.

domainmoney.com

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Book: https://www.domainmoney.com/financially-fearless

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In this episode of The Money Script Podcast, host Yohance Harrison is joined by Jamie Hopkins, financial thought leader and author of The Soul of Wealth. Together, they discuss the unique financial challenges faced by medical professionals transitioning through medical school, residency, and into practice. Topics include the power of delayed gratification, aligning spending with personal values, and avoiding the trap of keeping up with the Joneses. Jamie shares actionable advice and insights on building a life of purpose and financial well-being. Tune in for lessons that apply to doctors—and anyone navigating major life transitions.

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In this engaging episode of The Money Script Podcast, host Yohance Harrison sits down with Diana Cabrices, founder of Diana Cabrices Consulting and a fractional Chief Evangelist. Diana shares her journey from surviving hurricanes in Tampa to revolutionizing WealthTech marketing through her innovative role. Learn how Diana uses AI tools to energize advisor outreach, why human connection still matters in marketing, and her first memory of money that shaped her resilience. Packed with insights on AI, financial tools, and brand evangelism, this episode is a must-listen for advisors and entrepreneurs alike.


www.dianacabrices.com
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In this episode of The Money Script Podcast, host Yohance Harrison sits down with TJ van Gerven, CFP®, and host of The Do More With Your Money Podcast. Together, they unpack the financial implications of the recent U.S. presidential election, discuss strategies for optimizing taxes, and highlight the importance of building diversified financial "buckets." TJ shares a deeply personal memory of financial hardship that inspired his career in financial planning. Whether you’re navigating market highs or preparing for uncertain tax policies, this episode is packed with actionable insights to help you improve your financial literacy and make smarter money decisions.

modernwealthbuilders.com
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On this episode of The Money Script Podcast, host Yohance Harrison welcomes Ben Beck, financial advisor and host of The No Bonds Podcast. Together, they explore timeless strategies for managing client behavior, the importance of financial planning as the cornerstone of investments, and lessons learned from legendary mentor Nick Murray. Ben shares his journey from professional baseball to financial advising and reveals his first memory of money. Tune in for actionable insights on building resilient client relationships, avoiding emotional investing pitfalls, and thriving as a trusted financial advisor.

Get in touch with Ben:
https://beckbode.com/
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