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?

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

The AI-Native 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.