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The AI-Native Advisor Podcast by Impruve

In this episode of Momentum Mode, Mike Shannon and Corey Ferengul go one-on-one to unpack a provocative article claiming your CEO is suffering from AI psychosis and whether the diagnosis holds up against what they're actually seeing in the market.
They cover:
  • Why major layoffs at Meta, Oracle, and Square may have less to do with AI and more to do with overhiring
  • The "management by magazine" problem and why it's more dangerous than ever in the AI era
  • Which processes are the glass balls you absolutely cannot afford to break with premature AI deployment
  • Why AI adoption has to be bottom-up and what happens when CEOs try to force it top down
  • The sycophancy problem: why AI affirms you 49% more than a human would, and what that means for decision-making
  • Token costs: how some companies are spending more on AI than they saved by cutting headcount
  • Why token usage is a vanity metric and what actually matters when measuring AI ROI
  • Where the agent orchestration problem is already breaking down inside real companies
No predictions that will age badly. Just two operators who work in AI every day, telling you what they're actually seeing.

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.