Shows
Planning & Beyond®28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance HarrisonText us to share what you found helpful!In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Yohance brings a real scenario involving clients whose homebuying dreams were derailed by skyrocketing interest rates and housing prices, creating emotional challenges for both advisor and clients.This vulnerable conversation explores the often-overlooked emotional landscape advisors navigate when plans don't work out as expected. Ashley guides Yohance through a framework for...2025-07-0342 min
The Money ScriptBalancing Empathy and Technology in Financial Planning - A Conversation with Chelsea Ransom-CooperIn 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...2025-01-1731 min
The Money ScriptBetween Two Advisors - A Conversation with Katy SongIn this episode of The Money Script Podcast, host Yohance Harrison welcomes certified financial planner Katy Song to discuss the importance of balancing the four pillars of life: spiritual, physical, mental, and financial health. Katy shares her journey from investment banking to holistic financial planning and how her innovative flat-fee approach makes financial literacy accessible to families and professionals. They dive into the challenges of managing money in today’s fast-paced, tech-driven world and the pitfalls of financial advice from unregulated influencers. Listen in for actionable strategies to create a solid financial foundation and achieve a well-rounded, fulfilling life....2024-12-0637 min
The Money ScriptBetween Two Advisors - A Conversation with Jamie HopkinsIn this episode of The Money Script Podcast, host Yohance Harrison is joined by Jamie Hopkins, financial thought leader and author of The Soul of Wealth. Together, they discuss the unique financial challenges faced by medical professionals transitioning through medical school, residency, and into practice. Topics include the power of delayed gratification, aligning spending with personal values, and avoiding the trap of keeping up with the Joneses. Jamie shares actionable advice and insights on building a life of purpose and financial well-being. Tune in for lessons that apply to doctors—and anyone navigating major life transitions.2024-11-2939 min
The Money ScriptNavigating Storms and Strategies with Diana from Cabrices ConsultingIn this engaging episode of The Money Script Podcast, host Yohance Harrison sits down with Diana Cabrices, founder of Diana Cabrices Consulting and a fractional Chief Evangelist. Diana shares her journey from surviving hurricanes in Tampa to revolutionizing WealthTech marketing through her innovative role. Learn how Diana uses AI tools to energize advisor outreach, why human connection still matters in marketing, and her first memory of money that shaped her resilience. Packed with insights on AI, financial tools, and brand evangelism, this episode is a must-listen for advisors and entrepreneurs alike.www.dianacabrices.comLinkedIn2024-11-2238 min
The Money ScriptBetween Two Advisors - A Conversation with T.J. van GervenIn this episode of The Money Script Podcast, host Yohance Harrison sits down with TJ van Gerven, CFP®, and host of The Do More With Your Money Podcast. Together, they unpack the financial implications of the recent U.S. presidential election, discuss strategies for optimizing taxes, and highlight the importance of building diversified financial "buckets." TJ shares a deeply personal memory of financial hardship that inspired his career in financial planning. Whether you’re navigating market highs or preparing for uncertain tax policies, this episode is packed with actionable insights to help you improve your financial literacy and make sma...2024-11-1532 min
The Money ScriptBetween Two Advisors - A Conversation with Ben BeckOn this episode of The Money Script Podcast, host Yohance Harrison welcomes Ben Beck, financial advisor and host of The No Bonds Podcast. Together, they explore timeless strategies for managing client behavior, the importance of financial planning as the cornerstone of investments, and lessons learned from legendary mentor Nick Murray. Ben shares his journey from professional baseball to financial advising and reveals his first memory of money. Tune in for actionable insights on building resilient client relationships, avoiding emotional investing pitfalls, and thriving as a trusted financial advisor.Get in touch with Ben: https://beckbode.com/2024-10-2641 min
The Money ScriptNavigating Economic Shifts: Insights and Strategies for Success - A Conversation with Tom SylvesterIn this episode, Yohance shares his insights on the current economic events, discussing unemployment trends, cooling inflation, and declining interest rates, and how these factors impact the local economy and clients. Yohance welcomes guest Tom Sylvester from 2x who outlines his vision for success, emphasizing long-term planning and introducing a framework called "Model One" for business growth. Tom also highlights three essential components for achieving success and concludes with a personal story about his earliest memory of money.2:00 - Welcome Tom5:15 - Current Events8:15 - What the Economy is Telling Us: Unemployment, Cooling Inflation, and...2024-10-1843 min
The Money ScriptBetween Two Advisors - A Conversation with Sheri FittsIn this episode of The Money Script Podcast, host Yohance Harrison welcomes Sherri Fitts, a pioneer in behavioral finance and financial services marketing, to explore the fascinating psychology behind our financial decisions. Together, they discuss the impact of financial stress, anchoring biases, and inertia on our money habits. Sherri shares practical tips to overcome these challenges, along with stories from her journey as the first woman podcast host in financial services. Learn how to break free from decision paralysis, align your financial behaviors with your goals, and take actionable steps toward financial clarity. Tune in for thought-provoking insights and...2024-10-0439 min
Top Advisor PodcastEpisode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. And he’s identified and nurturing his advocates in a fun way. He’s also become a master at bringing financial education to clients who think they already know it all. In this … Continue reading Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC® →2024-09-1839 min
The Money ScriptBetween Two Advisors - A Conversation with Taylor SchulteIn this insightful episode of The Money Script Podcast, host Yohance Harrison sits down with Taylor Schulte, a top financial advisor and podcast host, to discuss strategies for navigating market volatility. Together, they break down how to set realistic expectations, manage client relationships during turbulent times, and create long-term financial plans that thrive despite downturns. Taylor also shares his journey into financial planning and his first memory of money, inspiring listeners to embrace financial literacy. Whether you're an advisor or investor, this episode offers actionable advice to strengthen your financial future. Tune in to gain clarity and confidence today!2024-09-1329 min
The Money ScriptBetween Two Advisors - A conversation with Josh PatrickDiscover game-changing strategies to optimize your business operations in this episode of The Money Script Podcast. Host Yohance Harrison welcomes financial advisor Josh Patrick, who shares practical tips for reducing your workload by 50% while boosting profits. Learn the power of time blocking, delegation, and smart pricing to reclaim your time and enhance financial freedom. Whether you're a business owner or aspiring entrepreneur, this episode is packed with actionable insights to make your business work harder for you. Tune in to start your journey toward increased revenue and decreased stress. Don’t miss this transformative discussion!Don't Take Ou...2024-09-0630 min
The Money ScriptGrow your business by 2x - A Conversation with Austin NetzleyIn this episode of The Money Script Podcast,Yohance interviews Austin Netzley, CEO of 2X Professional Coaching. They explore Austin's journey to becoming a CEO, the common struggles faced by CEOs and entrepreneurs, and how 2X Professional Coaching helps overcome these challenges. Austin shares his top three tips for entrepreneurs to improve their businesses and discusses his book, "The 2 Week Vacation Test." Tune in to discover how you can revolutionize your entrepreneurial journey with Austin's expert advice.2:15 Welcome Austin4:30 - Austin's Journey to Becoming CEO of 2X Professional Coaching6:00- Common Challenges Faced by CEOs a...2024-06-0737 min
The Money ScriptBetween Three Advisors - A Conversation with PomariumIn this episode of The Money Script Podcast, host Yohance Harrison teams up with Erik Sartin and Brad Sparks for a dynamic "Between Three Advisors" discussion. They explore the world of values-based investing, the emotional connection between money and personal goals, and the innovative tools available to align portfolios with individual values. From personal investment stories to the challenges of creating portfolios that reflect clients' beliefs, this episode is packed with insights for advisors and investors alike. Tune in to learn how aligning investments with your principles can lead to both financial success and personal satisfaction.2024-05-2444 minThe Money ScriptBetween Two Advisors: A Conversation with Jay ZigmontIn this episode of The Money Script Podcast, host Yohance Harrison dives into the often-overlooked topic of long-term care insurance with financial advisor Dr. Jay Zigmont. They discuss the rising costs of care, the importance of planning early, and how long-term care impacts families financially and emotionally. Dr. J shares insights on why financial literacy is crucial, especially for child-free individuals, and recounts his own journey of earning and spending a million dollars by age 25. This engaging episode offers valuable lessons on planning for the future, avoiding financial pitfalls, and empowering yourself through education. To learn more...2024-02-2341 minThe Money ScriptBetween Two Advisors – A Conversation with Stuart SchiffmanIn this episode of The Money Script Podcast, host Yohance Harrison welcomes fellow financial advisor Stuart Schiffman to discuss the complexities of backdoor Roth IRAs, fiduciary standards, and improving the quality of financial advice. They share insights into strategies for Roth conversions, navigating tax rules like the pro-rata rule, and avoiding common mistakes with contributions. They also explore the importance of empowering clients to make informed decisions through education and transparency. Whether you’re a financial advisor or someone looking to deepen your financial literacy, this episode is packed with actionable tips and valuable insights for building financial success. 2024-01-2632 minThe Money ScriptUntangling Student Loans – A Conversation with Adam CarrollOn this episode of The Money Script Podcast, host Yohance Harrison welcomes Adam Carroll, filmmaker and financial educator, to discuss student loans, debt repayment strategies, and financial literacy. Adam shares insights from his groundbreaking documentary Broke, Busted, and Disgusted, revealing how the student loan crisis impacts borrowers and their families. Together, they explore strategies like the Shred Method to accelerate debt repayment and reclaim financial freedom. Adam also shares his first money memory and how it shaped his financial journey. Whether you're tackling student loans or looking to optimize your finances, this episode is packed with actionable advice. 2024-01-1932 min
The Perfect RIASafeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance HarrisonIn this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience assisting a client on her deathbed in 2020. Yohance shares how over 50% of Americans pass away without an estate plan and stresses the need for critical documents like wills and powers of attorney. Yohance also talks about how he leverages client interactions to generate referrals. By discussing beneficiaries and powers of attorney, he opens opportunities to guide clients through notifications, turning one estate plan into multiple referrals. Matt underscores the advisor's role in delivering value and i...2024-01-1728 minThe Money Script100th episode! – A Conversation with Alicia Harrison In this milestone 100th episode, Alicia Harrison joins Yohance to explore the essence of prioritizing goals, defining values, and living a rich life. The conversation begins with a nostalgic reflection on the podcast's inception, followed by Alicia's emphasis on establishing a strong foundation rooted in personal values. Through an engaging exercise, she highlights the evolution of values, sharing her own insights. Listeners are encouraged to reflect on their personal growth and lessons learned. Alicia eloquently defines a "Rich Life," emphasizing fulfillment over material wealth. Looking ahead to 2024, Alicia and Yohance discuss setting goals aligned with values, emphasizing simple yet cons...2024-01-0530 minThe Money ScriptNew York Times Photographer - A Conversation with Harrison Hill"Welcome to an engaging episode featuring Harrison Hill, the esteemed NY Times Photographer. Explore Harrison's captivating journey—from photographing prominent figures Take Off and Nipsey Hussle's memorial gathering in Los Angeles. Join us as Harrison shares intriguing insights into his experiences at the Olympics and how the vibrant essence of Los Angeles influences his remarkable photography. Dive into the dynamic world of Harrison Hill in this fascinating conversation."Current Events 4:30 – “Welcome Harrison Hill”6:25 – "Olympic Insights: Harrison Hill's Journey”8:45 – "Capturing Moments: Harrison Hill's First Camera"14:00 – "Exploring Artistry: Delving into Harrison Hill's Work"25:30 – “First Memory of Money”2023-12-0130 min
The Active AdvisorWriting Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth MgmtWelcome to the latest episode of The Active Advisor podcast with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital. Joining us today is Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Management. Yohance is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. Join us as we discuss different touch points around wealth management, including:The concept behind the money scriptHow the BFA has transformed client interactions and improved the bottom lineThe smart money management philosophyGrowing your book of business solely through referralsBuilding an authentic brandHow to b...2023-09-1953 minThe Money ScriptBetween Two Advisors: A Conversation with Pamela SamsIn this episode of The Money Script Podcast, host Yohance Harrison welcomes Pamela Sams, financial advisor and founder of Jackson Sams Wealth Strategies, for a dynamic “Between Two Advisors” discussion. Pamela shares her journey into financial services, her focus on empowering women, and how the Behavioral Financial Advisor (BFA) designation has transformed her practice. They delve into student loan strategies, the importance of values in financial planning, and Pamela’s first money memories. With actionable tips and insights, this episode is perfect for anyone looking to align their financial behaviors with their goals. Tune in for inspiration and expert advice...2023-09-1534 minThe Money ScriptDefining Health Equity - A Conversation with Dr. Italo Brown Welcome to another enlightening episode of The Money Script Podcast! In this engaging installment, we are joined by the renowned Emergency Room Physician and health equity expert, Dr. Italo Brown. Together, we venture into the intricate world of healthcare and health equity, shedding light on crucial topics. Before diving deep into our discussion, we tackle an intriguing question: How do you correctly pronounce Yohance? Stay tuned to find out! At the heart of this episode, Dr. Brown highlights how the virus itself doesn't discriminate, but our peer system often does. Join us as we explore this thought-provoking perspective on t...2023-09-0842 minThe Money ScriptPower Couples – A Conversation with FlyTy and JacindaListen as Yohance has a conversation with FlyTy and Jacinda revolving around their journey as a power couple, delving into their financial strategies, personal experiences, and community contributions. They touch on various aspects of financial decision-making, family dynamics, business partnership, and giving back to society, offering listeners insights into their successful and impactful approach to managing money and relationships.1:30 Welcome FlyTy and Jacinda2:00 Quick story4:00 Current Events – Car payment delinquency at all time high - Hurriquake13:00 – The evolving experience of buying a new or used car20:00 – Rules when buying a car.23:00 – Business...2023-09-0152 min