The AI-Native Advisor Podcast by Impruve

In this episode, Mike and Danny dig into what it really means to scale relationships in the age of AI.

For decades, the advisor’s edge has come from trust. The ability to remember the details that matter most: a client’s dog’s name, a birthday, a question asked three months ago. But with books of 400 or 500 relationships, keeping that personal touch has become harder than ever.

That’s where Relationship Intelligence comes in. Mike and Danny share how Impruve is building Relationship IQ, a system that catalogs rapport, key dates, and past questions so AI can surface the right touchpoints at the right time. The goal is not to replace human connection. It is to strengthen it.

From designing trust-earning moments to filtering signal from noise, this episode pulls back the curtain on how AI can help advisors cast wider nets, stay personal at scale, and build stronger relationships that last.

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.