The AI-Native Advisor Podcast by Impruve

Everyone’s talking about AI note-takers. But the real question is what happens next.

In this episode, Mike and Danny pull back the curtain on integrations, the quiet but critical infrastructure that makes an AI operating system actually work for advisors. From APIs that act like drawers you can only open if you’ve earned trust, to security audits with Google and Zoom, to the “rat’s nest” of data in Salesforce, they unpack what it really takes to turn unstructured chaos into structured signal.

This episode is for advisors and RIA leaders who are ready to turn scattered data into usable intelligence, reduce time wasted in messy CRMs, and understand some of the technical foundation needed to scale with AI.

What is The AI-Native Advisor Podcast by Impruve?

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.