))
Trust has officially moved to AI — and most accounting and tax professionals don’t realize how drastically the landscape just changed.
Manage episode 520270107 series 3613678
Content provided by Lee Reams II from CountingWorks PRO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Reams II from CountingWorks PRO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer.
We cover:
- Why the compliance-first model is getting compressed
- How AI has become the new referral source
- Why advisory is not just for high-net-worth clients
- The human moat: what AI can’t replace
- The Four Pillars of Trust in the AI era
- How narrative, positioning, and visibility determine who AI recommends
This is not the end of the profession — it’s the end of the old profession.
Advisory-first firms will become the obvious choice. Here’s how to thrive.
92 episodes
Share
