The AI-Native Advisor Podcast by Impruve

What does it actually look like to run a thriving RIA as a one-person firm in 2025? Alan Rhode, Founder & CEO of Modern Wealth, has been doing it since 2019, and AI has changed everything.
In this episode of The AI-Native Advisor, Mike Shannon sits down with Alan to unpack how he built a solo practice serving small business owners approaching a liquidity event, and how his tech stack lets him deliver a family office experience without a family office team.

They cover:
  • Why starting solo before AI existed gave Alan a massive edge when the tools finally arrived
  • His full tech stack: Impruve, Wealthbox, eMoney, IncomeLab, Wealth.com, HolistaPlan, and Altruist
  • How he uses eMoney as the master plan and IncomeLab to simplify retirement income for clients
  • The marketing gap AI still hasn't solved — finding the right client at the right moment
  • Why getting in front of entrepreneurs at Series A (not at exit) is the next frontier for advisors
  • The one thing AI will never replace: human accountability
Whether you're a solo advisor, an RIA operator, or just curious about what an AI-native practice looks like in the real world, this one's worth your time.
🎙️ Guest: Alan Rhode, Founder & CEO of Modern Wealth 

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.