The Money Script
Hosted by Yohance Harrison, The Money Script Podcast is your go-to resource for mastering financial literacy and aligning your money decisions with your values. Each episode explores wealth-building strategies, navigating financial challenges, and achieving your financial goals. Featuring expert guests and real-life money stories, the show delivers practical insights to help you improve your "Money Script"—the subconscious beliefs shaping your financial behavior. Whether you're a seasoned investor or just starting your financial journey, this podcast equips you with the tools to transform your relationship with money. Subscribe now and take control of your financial future!
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The Money Script
Balancing Empathy and Technology in Financial Planning - A Conversation with Chelsea Ransom-Cooper
In this episode of Only Human, host Yohance Harrison welcomes financial advisor Chelsea Ransom-Cooper of Zenith Wealth Partners. They discuss how to maintain a human touch in financial planning, even as technology, like AI-driven tools and digital platforms, becomes more integral. Chelsea shares her journey from auditing to empowering first-generation wealth builders, her favorite tech stack essentials, and the role of empathy and accountability in client relationships. Tune in for actionable insights on staying grounded and effective as an advisor in an increasingly tech-heavy industry. Perfect for RIAs and financial professionals navigating change.
1:00 - Introduction to "Only Human"
1:45 - Meet Chelsea Ransom-Cooper
5:21 - Transition to Financial Planning
8:10 - Joining and Leaving a $2B RIA
9:42 - The Birth of Zenith Wealth Partners
12:13 - Balancing Technology and Humanity
19:42 - The Value of Human Advisors
21:09 - Favorite Tools and Honest Feedback
26:00 - Personal Reflections
29:22 - Closing Thoughts and Call to Action
https://zenithwealth.partners/
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