As AI has “read every book” and advisory is rapidly moving into what Ritz Steytler calls a “post-knowledge world” how are advisors going to deliver value for clients? In this episode of The Authentic Advisor, Ritz explains why the future of advisory will depend on judgment, presence, implementation and the quality of the questions advisors ask.
Drawing on 30 years building technology businesses and advising leadership teams, Ritz shares how he is using AI tools daily to sharpen preparation, personalise communication and reclaim time for the work that moves clients forward. As he explains, “the AI handles the synthesis, and the advisor is then fully prepared and free to be genuinely present.”
James Mason and Ritz also tackle the hidden downside of AI acceleration, including burnout, relentless context switching and the pressure to produce more, faster. The conversation explores why “slow consulting” and giving problems “time to breathe” will become critical differentiators for trusted advisors over the next five years.
A grounded and practical discussion for accounting firms and business advisors navigating the shift from knowledge work to judgment, wisdom and human connection.
Discussion Points
- AI as a tool for augmentation, not replacement
- Practical applications of AI in advisory work
- Managing workload and avoiding burnout with AI
- The importance of human judgment and empathy
- Strategies for staying current with AI developments
Chapters
00:00 AI in Advisory
01:19 Ritz Steytler’s Background
03:17 AI Advisory Myths
05:48 Human Judgment in AI
07:59 AI in Advisory Applications
14:31 Trust & Human Connection
15:58 Slow Consulting
21:37 Tips to Stay Informed