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?

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.