09/17/2026
If AI gives advisors time back, what should we do with it?
That was one of the questions Elizabeth Shabaker explored at Future Proof Festival earlier this week. She joined Dr. Jordan Hutchison of RFG Advisory on Charles Schwab Advisor Services' Women & Allies panel to talk about how AI can support our careers, teams, and client relationships.
Liz discussed how we can use AI to create efficiencies while maintaining the human judgment and personal relationships that are so important to our work. We're exploring and implementing AI at Versant Capital Management, Inc., and Liz said she left Future Proof with plenty of ideas as we continue developing our own approach.
Thank you to Jordan and the moderator, Leslie Y. Tabor of Schwab Advisor Services, for a great conversation.