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

from CPA Trendlines Podcasts · host CPA Trendlines

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™For CPA TrendlinesFew 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.

What this episode covers

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™For CPA TrendlinesFew 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 ManagementBUY the Holistic Guide to Wealth ManagementMORE 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.

NOW PLAYING

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

0:00 37:22

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

FV 134 : Dédé l’Ardéchois (Part 1): local heritage and history of the railway

Jun 15, 2022 ·39m

FYW 245 : French slang expressions (4)

Jun 15, 2022 ·8m

FYW 244 : When is “ne” optional in French ?

May 25, 2022 ·20m

FYW 243 : When to capitalise a word in French ?

May 19, 2022 ·16m

FV 133 : (Part 2) The “vin de pomme” from Pays Basque

May 15, 2022 ·34m

FYW : Live workshops are back! May 2022

May 12, 2022 ·1m

Similar Podcasts

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? The Lee Olsen Show Lee Olsen CJF I want to help you improve all areas of your life by 3 types of podcasts!👉Blood, Sweat & Blessings-Interviews of normal people that have achieved BIG things!👉Series!!! For Love of the Horse- Brad Jackman DVM & Lee Olsen CJF, how to help your horse!👉Business Tips- Proven Life Changing Business Strategies with Lee Olsen Accidental Accountant Regan Williams Hi, I'm Regan! I'm a CPA of 30+ years helping "accidental accountants" navigate tax & accounting issues with confidence! Here, we find solutions to common challenges bookkeepers, accountants and CPAs face. Don't see an answer to your question? Then ask! I'm here to help people like you. 🎙️Truth and Testimony the Broadcast Ray Gauthier & Adrian Scott This Podcast discusses and teaches the word of God. You will hear about world news and how it relates to bible prophecy. You will also hear interviews and testimonies from men and women of God who have devoted their lives to serving Yeshua (Jesus). Hosted by Ray Gauthier and Adrian Scott. These two long term broadcast colleagues have joined forces once again to provide you the highest quality in broadcast excellence, all for the glory of Yahweh: the God of all creation!You can see most of the podcasts uploaded here at our Youtube Channel.https://www.youtube.com/@truthandtestimonythebroadcast

Frequently Asked Questions

How long is this episode of CPA Trendlines Podcasts?

This episode is 37 minutes long.

When was this CPA Trendlines Podcasts episode published?

This episode was published on December 1, 2025.

What is this episode about?

Can I download this CPA Trendlines Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!