> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Podcasts

<Card title="Only Human | A Conversation With Fernando San Martin and Gokul Ramanathan" href="https://onlyhuman.buzzsprout.com/2441684/episodes/18462219-a-conversation-with-fernando-san-martin-and-gokul-ramanathan" cta="If you’re a financial advisor seeking to optimize your tech stack and leverage AI for efficient, personalized client service, this episode is a must-listen.">
  January 9, 2026

  In 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.
</Card>

<Card title="The Advisor Journey | How Hazel Is Shaping the Future of Advisor Technology" href="https://www.youtube.com/watch?v=9Lx-89KKEt4" cta="Discover how AI can make advice more efficient, more personal, and more human.">
  November 26, 2025

  Advisors 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.
</Card>

<Card title="Streamline My Practice | This AI Tool For Financial Advisors BLEW MY MIND" href="https://www.youtube.com/watch?v=mF4CYLqn50w" cta="Learn about the unique ways advisors are using this AI to improve their practice.">
  September 17, 2025

  In 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
</Card>