Podcast Episode Details

Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management

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Season 6

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Firms that translate AI-driven data into clear insight will lead the next era of advisory.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Few people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Blockchain Alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence. 

• MORE Rory Henry and The Holistic Guide to Wealth Management
• BUY the Holistic Guide to Wealth Management
• MORE Dr. Sean Stein Smith | Crypto Tax Planning – Beyond the Basics & What Practitioners Need to Know Going Forward | Dec. 11, 12:30 p.m. ET | On-Demand

“The whole blockchain conversation has moved from the back burner to the front [burner],” he says. “Every major financial institution is entering the on-chain space.”

And CPAs can no longer afford to ignore it.  

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Published on 5 days, 12 hours ago