AI Doesn't Know Your Client: Why Advisors Still Matter

Only Human

Chapters
3:36
AI Can Do 80%, But the Last 20% Requires Your Humanity
6:34
AI Can’t Deliver Advice—Because It Doesn’t Know What Your Client Is Carrying
17:17
If You Fully Outsource Yourself, You Destroy the Original You
22:28
Marry, Divorce, Date: Tech Tools Game
26:35
Closing Reflections on AI and Humanity
Only Human
AI Doesn't Know Your Client: Why Advisors Still Matter
May 09, 2025 Season 1 Episode 6

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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