The Brianne Academy Podcast

The Brianne Academy Podcast

Hosted by: Brianne Smith Hart

A show for CPAs and Financial Advisors who are building the next version of their practice - adding financial planning, adopting AI, and thinking about how the firm actually runs.

Episodes

Why I Made the Move and What I'd Tell Every Tax CPA with Mary Dovel

Season #2

CPA and financial advisor Mary Dovel joins Brianne Smith Hart to share why she left traditional tax work to build her own CPA and financial planning practice - and what it's actually like on the other side. They talk...
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AI's Role in the Future of Financial Planning with John Pastore

Season #2

The Executive Vice President and the Business Development Manager of Integrated Partners join Brianne Smith Hart to talk about where AI is headed in financial planning — how it can make advisors and CPAs more...
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