5. From 50 Clients to 500: How AI Expands an Advisor’s Reach Without Losing Touch
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5. From 50 Clients to 500: How AI Expands an Advisor’s Reach Without Losing Touch
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About this listen
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.