On this episode of The AI Native Advisor, Mike sits down with David Rath, Partner and CIO at Continuum Wealth Advisors, for a conversation that hits right at the center of what every growing RIA is wrestling with right now: scale, succession, and the real role of AI in the next chapter of firm building.

David shares his path from Northwestern Mutual and Goldman to joining Continuum as the long-term successor to a 35-year rainmaker adviser. The two dig into what it actually looks like when decades of client knowledge lives inside one advisor’s head, and how to thoughtfully pull that institutional memory into systems that can support hypergrowth.

They get into the early wins with AI like note takers, but also the real constraints: fragmented data, messy CRM habits, legacy processes, and the tension between efficiency and keeping the human relationship intact. David lays out his vision for a future where an advisor can speak to an interface that updates plans, triggers trades, and pulls from a unified data layer, without ever losing the personal touch clients rely on.

It’s a grounded look at AI strategy from someone scaling an RIA in real time, navigating rapid growth, succession planning, and the next wave of advisor technology. If you’re building a firm for the long game, this one hits home.

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.

Advisors have always worn the hat of educator -- sharing insights, breaking down complex topics, and guiding clients through change. But in an AI-saturated world, how do you separate genuine thought leadership from content noise?

In this episode, Mike and Danny unpack the tension between authentic creativity and AI-generated writing. The conversation explores how advisors can use AI to compound context, scale their impact, and stay differentiated, without falling into the trap of AI garbage flooding inboxes.

If you have ever felt torn between writing from scratch and letting AI do the heavy lifting, this one is for you.