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, ...

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...

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...

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...

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. ...