In this older Financial Clarity conversation with Hannah Smolinski, we talked about where AI fits into advisory work.
Even then, parts of the process were already becoming automated.
I could upload a 1040 into TaxPlanIQ and have the system identify a large number of potential tax strategies based on the return.
That saves time and gives the advisor a much stronger starting point.
But it still leaves the most important question unanswered:
Which strategy actually makes sense for this client?
That requires context.
The advisor needs to understand the client's goals, leadership situation, emotions, risk tolerance, business trajectory, and the things that may never show up neatly on a tax return.
Technology can help surface possibilities.
The relationship helps determine what to do next. 🤝
I think that distinction becomes even more important as AI improves.
The best advisors will not compete with automation. They will use it to create more time for judgment, conversations, and deeper client relationships.
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Jackie Meyer, Dr Jackie Meyer, Financial Clarity podcast, Hannah Smolinski, AI in accounting, artificial intelligence, TaxPlanIQ, tax advisory, tax planning, tax strategy, CPA, accounting, accountant, future of accounting, accounting automation, accounting technology, business advisory, financial planning, client relationships, CPA firm, firm growth, tax advisor, advisory services, machine learning #short
