According to a recent study from Schwab Advisor Services, 63% of advisors are now using AI in some capacity. However, the RIA AI landscape remains highly experimental: only about 10% of firms report having fully integrated AI into their core strategy, while 30% say they are still just experimenting.

So, if 2025 was the year of the AI notetakers, how can firms take the next step and truly harness this massive technological shift through the rest of 2026?

On today's show, I welcome back Lisa Salvi, Managing Director of Business Consulting and Education at Schwab Advisor Services. We discuss the current pace of AI innovation and why AI is forcing advisors to redefine their core value proposition and how they communicate it to the marketplace.