Alison Dooher

Alison Dooher, Managing Director at Charles Schwab, shares her expertise in advisor technology and data strategy. She emphasizes that top advisory firms make data their core asset, not just software. The discussion highlights the evolution of advisor tech, the impact of AI on operations, and how it can enhance client interactions. Alison warns about potential risks of losing various training opportunities due to automation yet advocates for using AI insights to improve training. Ultimately, she believes future success lies with firms centered around client relationships.