The AI-Native Advisor Podcast by Impruve

By Mike Shannon & Danny Shannon

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Category: Entrepreneurship

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Episodes: 12

Description

The AI Native Advisor brings together the most elite wealth managers and the most forward-edge technologists to explore where AI is actually taking the wealth-management industry. Through a mix of guest interviews and one-on-one episodes with the founders of Impruve, we dig into the real tactics, challenges, and breakthroughs advisors are experiencing as they adopt AI into their daily workflows. We feature an eclectic group: top RIAs, private-equity-backed aggregators, industry operators, and technologists from adjacent industries who are deploying AI in ways that foreshadow where wealth management is heading. This is a tool-agnostic show — we’re not here to promote any one platform. Instead, we’re mapping the broader landscape, pressure-testing ideas, and merging perspectives from the operators and builders shaping the next decade of advisory work. If you want actionable insights, emerging frameworks, and a front-row seat to the future of AI in wealth management, you’re in the right place. Brought to you by Impruve founders Mike Shannon and Danny Shannon — the trusted AI Steward for elite RIAs, providing the most tailor-fitted, custom AI optionality in the industry.

Episode Date
12. Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI
Apr 14, 2026
11. Brett Wysopal, Founder of Wysopal Wealth Planning, on Turning Disconnected Data Into Insight
Mar 10, 2026
10. Joel Miller, Founder of Flames Financial Planning, on the Future of Financial Advice
Mar 03, 2026
9. Founder & CEO of Wealth IQ, Aditi Kapadia, on Building AI to Deepen Human Advice
Feb 24, 2026
8. Author & CEO of Boyer Financial, Drew Boyer, on Authentic Content in the AI Era.
Feb 18, 2026
7. The Currency of Trust: AI, Athletes, and Building a Modern RIA
Jan 13, 2026
6. Hypergrowth, Succession, and the AI Shift Inside a Modern RIA
Dec 16, 2025
5. From 50 Clients to 500: How AI Expands an Advisor’s Reach Without Losing Touch
Nov 03, 2025
4. From Meetings to Media: How AI Turns Advisor Conversations Into Content
Oct 01, 2025
3. Inbox Zero, Finally: How AI Pulls Signal from Email Chaos
Sep 18, 2025
2. Inside the Code: What It Takes to Build AI Integrations
Sep 11, 2025
1. Advisors and AI: Why Notetaking Isn’t the Endgame
Sep 02, 2025