A Conversation With Fernando San Martin and Gokul Ramanathan

In this episode of the Only Human Podcast, host Yohance Harrison is joined by the Hazel team from Altruist Financial to explore the evolution of Hazel AI, its integration with Altruist, and the future of AI-driven wealth management. The discussion covers the birth and growth of Hazel, the importance of security and privacy in AI tools for advisors, and how technology can help financial professionals stay human while scaling their impact. The episode also features the signature "Marry, Divorce, Date" segment, offering candid insights into the fintech landscape for advisors. If you’re a financial advisor seeking to optimize your tech stack and leverage AI for efficient, personalized client service, this episode is a must-listen.

Links Mentioned:

hazel.altruist.com

Altruist Privacy Policy

Linkedin-Fernando

Linkedin-Gokul

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Chapters

• 1:51 From Thyme to Hazel: The Origin Story
• 15:00 Why Altruist × Hazel: Built for Every Advisor
• 19:01 Trust by Design: Zero-Retention AI and Human-in-the-Loop
• 25:00 You Own the Data: Retention Controls and CRM Handoffs
• 30:00 The Human Edge at Scale: Empathy, Accountability, Kindness
• 39:19 Custodial Superpowers: Query Your Book with Hazel
• 40:45 Marry, Divorce, Date — Rethinking the Advisor Tech Stack and What’s Next