AI is quickly becoming part of the advisory firm operating model, but the bigger question is how firms can use it to strengthen, not replace, the human side of advice.
Our Chief Operating Officer Cecilia Williams, CFP®, AIF® joined Rob Burgess of ThinkAdvisor and Caitlin Douglas of Elevation Point at Future Proof Festival for a thoughtful conversation on AI, RIA Operations, and what it takes to build smarter systems while keeping the client experience personal.
For us, the opportunity is not just about adopting new tools. It’s about making sure technology supports better workflows, clearer decisions, and more consistent service, so advisors can stay focused on the relationships and judgment clients value most.
Watch the full panel here: https://www.youtube.com/watch?v=fefqJH_u_5o
