{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The AI-Native Advisor Podcast by Impruve","title":"12. Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI","html":"","width":"100%","height":180,"duration":1612,"description":"What does it actually look like to run a thriving RIA as a one-person firm in 2025? Alan Rhode, Founder & CEO of Modern Wealth, has been doing it since 2019, and AI has changed everything.In this episode of The AI-Native Advisor, Mike Shannon sits down with Alan to unpack how he built a solo practice serving small business owners approaching a liquidity event, and how his tech stack lets him deliver a family office experience without a family office team.They cover:Why starting solo before AI existed gave Alan a massive edge when the tools finally arrivedHis full tech stack: Impruve, Wealthbox, eMoney, IncomeLab, Wealth.com, HolistaPlan, and AltruistHow he uses eMoney as the master plan and IncomeLab to simplify retirement income for clientsThe marketing gap AI still hasn't solved — finding the right client at the right momentWhy getting in front of entrepreneurs at Series A (not at exit) is the next frontier for advisorsThe one thing AI will never replace: human accountabilityWhether you're a solo advisor, an RIA operator, or just curious about what an AI-native practice looks like in the real world, this one's worth your time.🎙️ Guest: Alan Rhode, Founder & CEO of Modern Wealth ","thumbnail_url":"https://img.transistorcdn.com/v-w-xsVEsrngvZtp8ptyxUX55WA9D9wRq8O3JRDpIy4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81Yzkw/MGViMDM4ZGY5MmYx/ODE1NzAwNzhlYzEy/M2Y0Zi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}