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Only Human | A Conversation With Fernando San Martin and Gokul Ramanathan

January 9, 2026In this episode of the Only Human Podcast, host Yohance Harrison is joined by the Hazel team to explore the evolution of Hazel, its integration with Altruist, and the future of AI-driven wealth management.The discussion covers the birth and growth of Hazel, the importance of security and privacy in AI tools for advisors, and how technology can help financial professionals stay human while scaling their impact. The episode also features the signature “Marry, Divorce, Date” segment, offering candid insights into the fintech landscape for advisors.

The Advisor Journey | How Hazel Is Shaping the Future of Advisor Technology

November 26, 2025Advisors spend nearly half their time on tasks that take them away from clients. Hazel was built to change that.In this episode of The Advisor Journey, Dasarte sits down with Altruist’s Gokul Ramanathan and Fernando San Martín to share how Hazel, Altruist’s new AI-powered assistant, is helping advisors work smarter and focus on what matters most.They discuss Hazel’s origins, its role in simplifying advisor workflows, and the standards that keep client data secure. From automating meeting prep to identifying follow-up opportunities, Hazel is designed to give advisors time back while improving the client experience.Advisors will learn how this technology evolved from a startup idea into a core Altruist product—and why the future of advice should feel more efficient, personal, and human.

Streamline My Practice | This AI Tool For Financial Advisors BLEW MY MIND

September 17, 2025In this episode of Streamline My Practice, hose Dave Zoller is joined by the Hazel team to explore how Hazel is working on making advisors irreplaceable.Hazel is making human advisors more valuable by amplifying they do best.

Instead of replacing relationship-building, it enhances it:\
  • Remembers every client detail so you can focus on connection\
  • Prepares personalized talking points before every meeting\
  • Coaches you to improve after every interaction\
  • Automatically tracks and communicates your ongoing value