Advisory Advantage: The AI-enabled strategic adviser

Advisory Advantage: The AI-enabled strategic adviser

Author: Momentum Media April 14, 2026 Duration: 27:10

Accountants in the past have suffered from information overload from the vast amounts of financial information collected from clients, but AI is now allowing them to interpret this data into simple, meaningful insights. 

Leaders in Business managing director Brent Szalay and My Accounts CEO Noel Tiufino discuss what this means for the role of advisory as large language models continue to evolve at an exponential rate. 

Szalay explains that just like a doctor with decades of patient records, AI is enabling accountants to efficiently identify patterns and potential risks from the financial data of clients "before they become chronic issues". 

However, while AI can analyse the data and provide insights, Szalay stressed that accountants play an important role in bridging the emotional gap by understanding their clients' goals and values and supporting them in their journey.

Tiufino and Szalay also offer practical tips and tools including an adviser readiness quiz that can help practitioners evaluate where they may be falling short.

Leaders in Business: Don't guess where you sit on the advisory spectrum, test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers.

Don't forget you can claim CPD points for listening to Advisory Advantage podcasts.

For professionals navigating the complex world of finance and practice management, the Accountants Daily Podcast Network serves as a vital audio hub. Produced by Momentum Media, this collection goes beyond simple news recaps to explore the nuanced realities of running a modern accounting firm in Australia. Each episode within the network draws directly from the expertise and frontline reporting of the Accountants Daily editorial team, ensuring discussions are grounded in what’s actually happening in the industry right now. You’ll hear focused programs like the Accountants Daily Insider, which breaks down daily developments with clarity, and special series such as the Australian Accounting Awards Finalist Showcase, highlighting the strategies and stories of leading practitioners. The conversations found here tackle everything from technical regulatory shifts and tax updates to broader themes of leadership, client advisory, and business growth. It’s designed for partners, managers, and practitioners who need to stay informed but are short on time, delivering actionable insights and peer perspectives directly into your workflow. Tune in to this essential business and management podcast for a genuine sense of what matters in the profession, all from a source deeply embedded in the Australian accounting community.
Author: Language: English Episodes: 50

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