Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

The AI-Native Advisor Podcast by Impruve

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by Mike Shannon & Danny Shannon

12 episodes

Updated Daily

Accepts GuestsHas Sponsors

Podcast Overview

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.

Language

🇺🇲

Publishing Since

9/2/2025

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Recent Episodes

April 14, 2026

12. Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI

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:<ul><li>Why starting solo before AI existed gave Alan a massive edge when the tools finally arrived</li><li>His full tech stack: Impruve, Wealthbox, eMoney, IncomeLab, Wealth.com, HolistaPlan, and Altruist</li><li>How he uses eMoney as the master plan and IncomeLab to simplify retirement income for clients</li><li>The marketing gap AI still hasn't solved — finding the right client at the right moment</li><li>Why getting in front of entrepreneurs at Series A (not at exit) is the next frontier for advisors</li><li>The one thing AI will never replace: human accountability</li></ul>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

March 10, 2026

11. Brett Wysopal, Founder of Wysopal Wealth Planning, on Turning Disconnected Data Into Insight

On this episode of The AI Native Advisor, Mike Shannon sits down with Brett Wysopal, Founder and CEO of Wysopal Wealth Planning, for a candid conversation about where AI is actually delivering value in financial advice, and where it’s still falling short.Brett works with equity-compensated tech professionals navigating complex stock options, tax decisions, and liquidity events. In an industry flooded with new tools, he shares a grounded perspective: the problem isn’t a lack of technology. It’s that none of it truly talks to each other.They unpack: • Why data fragmentation is the biggest bottleneck in advisory tech • How AI is helping streamline meeting prep and scenario analysis • The realities of serving busy, tech-native clients • Where AI meaningfully saves time and where expertise still matters most • What the next evolution of AI in wealth management could look likeThis episode is a practical look at AI from someone building on the front lines, balancing complexity, client expectations, and an increasingly crowded tech stack.If you’re an advisor, founder, or operator thinking about how AI fits into your workflow, this conversation is for you.Subscribe for more conversations at the intersection of AI, wealth management, and firm building.

March 3, 2026

10. Joel Miller, Founder of Flames Financial Planning, on the Future of Financial Advice

On this episode of The AI Native Advisor, Mike sits down with Joel Miller, Founder and Senior Financial Planner at Flames Financial Planning, for a conversation that gets to the heart of how AI is reshaping the economics and the human side of modern financial advice.Joel shares his journey from working inside traditional advisory models to launching a flat-fee planning firm designed to serve clients more holistically. The two explore why tying revenue solely to assets under management is becoming less aligned with the real value advisors provide, and how technology is making new business models possible.They dig into the practical realities of using AI day-to-day: from automating meeting notes and follow-ups to freeing solo founders from administrative work. But the conversation goes deeper than productivity gains. Joel explains why the next wave of AI won’t just make advisors faster, it will help them become more proactive by surfacing insights, tracking life events, and strengthening client relationships over time.It’s a grounded look at how AI is enabling a new generation of advisory firms: smaller, more agile, and deeply relationship-focused. If you’re thinking about the future of wealth management, entrepreneurship, or how AI changes the way professionals serve clients, this conversation is a must-listen.

12 total episodes available

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Frequently asked questions

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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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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