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Why AI Can’t Know Your Client: The Advisor’s Edge in a Tech-Driven World
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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
Chapters
1. Why AI Can’t Know Your Client: The Advisor’s Edge in a Tech-Driven World (00:00:00)
2. AI Can Do 80%, But the Last 20% Requires Your Humanity (00:03:36)
3. AI Can’t Deliver Advice—Because It Doesn’t Know What Your Client Is Carrying (00:06:34)
4. If You Fully Outsource Yourself, You Destroy the Original You (00:17:17)
5. Marry, Divorce, Date: Tech Tools Game (00:22:28)
6. Closing Reflections on AI and Humanity (00:26:35)
6 episodes
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