The AI-Native Advisor Podcast by Impruve

Mike sits down with Danny to dig into one of the most requested workflows from advisors right now: making email actually work. They walk through how an AI-native operating system ties into Gmail and Outlook, listens in real time, and pulls the right signals out of the noise so nothing slips. From detecting money-movement requests to spotting “I’ll send the invite” promises, they show how an agent can track the follow-through across calendars, CRMs, and meetings, then close the loop without piling up more alerts. They also unpack the hardest part of AI-drafted replies, which is tone. You’ll hear how they model a sender’s voice from sent mail, bring just-enough context into the prompt, and keep a human in the loop so replies feel personal, not robotic.

For RIAs and ops leaders who want signal over noise, this is a clear look under the hood at how Impruve is turning inbox chaos into accountable workflows.

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.