The AI-Powered Advisor Podcast by Impruve

Every advisor has heard the buzz about AI notetakers. Game-changing at first, but quickly on their way to being just another commodity. The real question for advisors isn’t “who’s taking my notes?” It’s “how do I turn every client interaction into context that compounds over time?”
In this episode, Mike Shannon (CEO) and Danny Shannon (CTO) break down:
  • Why the AI notetaker is today’s “light bulb” moment, but not the endgame
  • How advisors should think about transcripts as raw inputs, not finished products
  • What it takes to transform meeting notes into an operating system that actually scales trust and efficiency
If you’re an RIA leader, a financial advisor building for the future, or simply curious about how AI will reshape advisory workflows, this episode is for you.

What is The AI-Powered Advisor Podcast by Impruve?

Advisors don’t need another tool. They need a strategy and a thought partner.

The AI-Powered Advisor Podcast is where modern advisory meets practical AI. Hosted by brothers Mike and Danny Shannon, founders of Impruve, each episode delivers real-world tactics to help you scale your practice, streamline operations, and strengthen client relationships without losing the personal touch.

You’ll walk away with:
- Frameworks to make smarter AI decisions instead of chasing shiny tools
- Use cases you can apply right away
- Common mistakes to avoid when modernizing your firm
- Practical ways to combine automation with trust and personalization

Whether you're just getting started with AI or already building around it, this show helps you create a tech-enabled advisor workflow that actually works.