Showing results by author "Mike Shannon & Danny Shannon" in All Categories
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The AI-Native Advisor Podcast by Impruve
- By: Mike Shannon & Danny Shannon
- Original Recording
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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 ...
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