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Brianne Smith
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Oct 2, 2026
The Advisors Who Thrive With AI Will Do This Differently
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4:50Cary SinnettHOST
So when we talk about the irreplaceable value of an advisor, what does that actually look like in the day-to-day work of a CPA or a financial planner? And Where are the moments where the human advisor becomes truly irreplaceable?
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5:10Brianne SmithGUEST
This is really the key here because the spectrum you mentioned, it goes from compliance execution, a little bit notched up to more technical optimization.
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5:30Brianne SmithGUEST
And I really think if we are focused on outputs of technology only, and we're not adding extra thought and value and judgment to it, then there really isn't an extra added value there.
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5:46Brianne SmithGUEST
I think what's really cool about being a CPA who's been in this business for a long time, and I've done a lot of things manually in my day, so I have the experience to know that when I get an output from technology, I have an expectation.
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6:01Brianne SmithGUEST
And I think that expectation as an advisor is really what we need to be focusing on harnessing if we're not there yet or having a comparison of that to the output when we get something coming from technology.
5 MINS LATER
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11:32Cary SinnettHOST
What is it about the human advisor relationship, Breanne, that still matters so much in those moments? And what might CPAs be undervaluing about the trust they've already built with clients?