The AI-Native Advisor Podcast by Impruve

Mike Shannon & Danny Shannon
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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.

Episódios

  1. HÁ 1 DIA

    3. Inbox Zero, Finally: How AI Pulls Signal from Email Chaos

    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.

    22min

  2. 11 DE SET.

    2. Inside the Code: What It Takes to Build AI Integrations

    Everyone’s talking about AI note-takers. But the real question is what happens next. In this episode, Mike and Danny pull back the curtain on integrations, the quiet but critical infrastructure that makes an AI operating system actually work for advisors. From APIs that act like drawers you can only open if you’ve earned trust, to security audits with Google and Zoom, to the “rat’s nest” of data in Salesforce, they unpack what it really takes to turn unstructured chaos into structured signal. This episode is for advisors and RIA leaders who are ready to turn scattered data into usable intelligence, reduce time wasted in messy CRMs, and understand some of the technical foundation needed to scale with AI.

    18min

  3. 2 DE SET.

    1. Advisors and AI: Why Notetaking Isn’t the Endgame

    Every advisor has heard the buzz about AI notetakers. Game-changing at first, but quickly on their way to being just another commodity. The real question for advisors isn’t “who’s taking my notes?” It’s “how do I turn every client interaction into context that compounds over time?”In this episode, Mike Shannon (CEO) and Danny Shannon (CTO) break down: Why the AI notetaker is today’s “light bulb” moment, but not the endgameHow advisors should think about transcripts as raw inputs, not finished productsWhat it takes to transform meeting notes into an operating system that actually scales trust and efficiencyIf you’re an RIA leader, a financial advisor building for the future, or simply curious about how AI will reshape advisory workflows, this episode is for you.

    18min
  • 3 episódios

Sobre

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.

Informações

  • Criado por
    Mike Shannon & Danny Shannon
  • Anos de atividade
    2 mil
  • Episódios
    3
  • Classificação
    Livre
  • Copyright
    © 2025 Mike Shannon & Danny Shannon