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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