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Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant
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On this episode of the Only Human podcast, behavioral financial advisor Yohance Harrison sits down with Shelby Rothman of Enjoy Financial to explore how storytelling makes financial advice stick. With 25+ years of experience, Shelby shares how personal stories and client empathy create deeper trust than any tech tool can. They talk recession fears, the real role of AI in practice, and the importance of client-centered planning. Whether you're a new or seasoned advisor, this episode delivers timeless insights for staying irreplaceable in an AI-driven world.
Chapters
1. Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant (00:00:00)
2. Shelby’s journey into financial advising (00:01:36)
3. Shift into planning and fee-based business (00:06:10)
4. Recession fears and political anxiety (00:07:17)
5. How Shelby’s assistant uses AI (00:11:57)
6. Storytelling in client meetings (00:19:14)
7. Marry, Divorce, Date: Technology edition (00:28:12)
8. How to reach Shelby (00:33:15)
6 episodes
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