Only Human
Only Human
Podcast Description
Learn how to stay irreplaceable in a world of AI. "Only Human" explores strategies for financial advisors to leverage their unique human edge and thrive alongside technology.
Podcast Insights
Content Themes
Main topics include financial automation, wealth management, and strategies for financial advisors to enhance their practices in a tech-driven world. Recent episodes cover profit-first banking with Relay and the impact of fintech on traditional advising methods, emphasizing the importance of maintaining a human connection with clients.
Learn how to stay irreplaceable in a world of AI. “Only Human” explores strategies for financial advisors to leverage their unique human edge and thrive alongside technology.
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:
Email: [email protected]
Social: Crown Advisors and Retire Stronger.
Recorded after Future Proof.
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