Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management
Update: 2025-12-01
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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.
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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
And CPAs can no longer afford to ignore it.
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