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.
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
Even More Than Money: https://www.amazon.com/Even-More-Than-Money-Financial/dp/1804091243/
Website: https://www.think2perform.com/
BFA Page: https://www.think2perform.com/behavioral-financial-advice-program/
Values Exercise: https://www.think2perform.com/values/
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