Knowledge Hub
Practical tools and perspectives for RIA leaders navigating AI strategy — guidelines, case studies, and longer-form thinking from the Impruve team.
Does Our RIA Need a Data Lake? A Practical Guide For RIA Leaders Thinking About Data Infrastructure
Before your firm invests in data infrastructure, there are three questions worth answering: What problem are you solving? Where does the relevant data live today? And what specifically is blocking you from accessing it?
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Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI
When Alan Rhode launched Modern Wealth in January 2019, advisors in his network told him he was crazy. Running an RIA solo, no team, no safety net, seemed like a recipe for burnout. Today, those same advisors are envious.
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From Wish List to Working Workflow: What We Presented at Future Proof Miami
When the team at Future Proof reached out months ago and asked whether we would help shape thought leadership content at what was shaping up to be the biggest AI-focused RIA conference to date, we were honored. We said yes without much deliberation.
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Brett Wysopal, Founder and CEO of Wysopal Wealth Planning, on Turning Disconnected Data Into Actionable Insight
Artificial intelligence is rapidly reshaping professional services. Yet in financial advice, the most pressing challenge is not replacing human expertise. It is connecting fragmented intelligence.
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Joel Miller, Founder of Flames Financial Planning, on the Future of Financial Advice
For decades, the financial advisory industry has operated on a simple model: manage assets, charge a percentage, and scale through efficiency.
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Founder & CEO of Wealth IQ, Aditi Kapadia, on Building AI to Deepen Human Advice
In wealth management, innovation rarely begins with code. It usually begins with a problem. For Aditi Kapadia, founder and CEO of Wealth IQ, the problem was clear: clients wanted holistic advice, but the traditional industry structure wasn’t built to deliver…
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$100m exited founder Arnav Dalmia on Finding Product-Market Fit Where No One Was Looking
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. Most founders are taught to think big, move fast, and chase exciting markets.
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Author & CEO of Boyer Financial, Drew Boyer, on Authentic Content in the AI Era
In an era when artificial intelligence can generate a passable blog post in seconds, the premium on authentic perspective has never been higher.
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M&A Executive and Stanford Alum Ann Perry on Why Integration Determines Deal Success
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Impruve Named in Wealth Management’s AI Moment: A Recap of Davis Janowski’s Industry Column
Recap of article on Wealth Management: https://www.wealthmanagement.com/artificial-intelligence/agentic-ai-101-for-advisors-as-anthropic-launches-wealth-management-tools As the wealth management world grapples with a flood of AI vendors and marketing noise, a…
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RIAs are Being Sold a Data Playbook. It Doesn’t Work.
If you’re waiting for your data to be perfectly in order before deploying AI, you’re falling behind. I’ve spent the better part of the past decade building Data & AI teams in the compliance-heavy education space, serving millions of users.
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Stephen Master, MD at GTCR and 7x Board Director, on how Private Equity Creates Value
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Landon Campbell, Chicago’s “Forward-Deployed” VC: Why the Next Moat Is Built Shoulder to Shoulder With Customers
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. In today’s startup landscape, the speed of building has outpaced the speed of defending.
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The Currency of Trust: AI, Athletes, and Building a Modern RIA
I sat down with Nisiar Smith , founder and CEO of Courtside Wealth , for an episode of The AI-Native Advisor Podcast that hit on a theme I keep coming back to. Trust is still the real asset in wealth management. Not returns. Not technology. Not even scale.
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Deloitte M&A Leader Marty Pletkin on the One Factor That Determines Deal Success
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon. In the world of mergers and acquisitions, founders often assume that deals hinge on financial models, valuation frameworks, or legal…
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Hypergrowth, Succession, and the AI Shift Inside a Modern RIA
What Happens When 35 Years of Client Knowledge Lives in One Advisor’s Head I had David Rath, Partner and Chief Investment Officer at Continuum Wealth Advisors, join me on the podcast this week, and the timing couldn’t have been better.
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Off-Menu AI Workflow Samplers for RIAs
Explore real-world examples of custom AI workflows built for Registered Investment Advisors (RIAs) and wealth management firms.
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From 50 Clients to 500: How AI Expands an Advisor’s Reach Without Losing Touch
Scaling Relationships in the AI Era In wealth management, everything begins and ends with relationships. Trust, consistency, and care are what drive growth.
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Future Proof CEO Matt Middleton Spotlights Impruve in “AI That Fits The Firm”
A recap of the Future Proof article: https://futureproofhq.com/ai-that-fits-the-firm/ Not every AI company in wealth management is racing to build the next mass-market tool. Impruve is taking a decidedly different approach, going deep rather than wide.
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From Noise to Relevance: How AI Can Transform Advisor Content Strategy
It all begins For financial advisors, education is central to the job. Clients rely on you to explain complex concepts, offer perspective on market shifts, and translate technical knowledge into practical guidance.
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2025 Finalists for Best New Tech: Impruve Coins “AI Steward” Model
2025 Finalists for Best New Tech: Impruve Coins “AI Steward” Model
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The AI Steward Playbook for RIAs
Most Registered Investment Advisors (RIAs) know AI has the potential to transform their firm—but many get stuck in “pilot purgatory.
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Beyond Inbox Zero: How AI Can Transform Email for Financial Advisors
For financial advisors, email remains the backbone of client communication. Critical requests, personal updates, and compliance-sensitive exchanges all flow through the inbox. Yet email is also a major source of distraction and inefficiency.
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John Moakley on Pattern Recognition, Private Equity, and Playing the Long Game
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Integrations Are The Glue, Not The Gimmick
Our last episode laid the groundwork for what it means to build an AI-native advisor workflow. The market’s still fixated on the AI notetaker. It’s flashy. It delivers that first “wow” moment. Then it becomes table stakes.
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Commoditization of the AI Notetaker
When electricity first entered homes, nobody was thinking about embedding it into every appliance. They were thinking about light bulbs. A single, dazzling use case that let you read in the dark, work into the evening, and extend the day itself.
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Ira Weiss on Boardroom Strategy, Leadership Fit, and the Power of Persistence
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. Startups tend to romanticize board meetings…until they actually have one.
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Anar Isman on Turning a Mission into $70M in Revenue
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. Most startups begin with a market map or a gap in the spreadsheet.
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Andrew Gunderman on Building an Empire of Relationships
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. Most founders obsess over the wrong currency. They chase capital before they chase connections.
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Managing Uncertainty: Control, Contingency, and the CEO’s Real Job
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. In 2025, “uncertainty” isn’t just a headline, it’s the backdrop to everything.
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More Than a Notetaker: Building AI That Actually Works for People
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Divey Gulati on Culture, Customers, and Leading Through Hypergrowth
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. Most founders don’t scale with their companies.
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Inject or Eject: How AI is Dividing the Business Landscape
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. The era of optional AI adoption is over.
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Howard Tullman on The New Rules of Value, Trust, and Work
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul. Howard Tullman doesn’t hedge.
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From Ball Boy to Shark Tank: Mike Shannon’s Entrepreneurial Journey
Originally published on Aspiriant’s Money Tales podcast: https://aspiriant.com/podcast/mike-shannon/ What does it look like to pitch investors by day and fold NBA players’ laundry by night? For Mike Shannon, that was simply Tuesday.
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Second Time Smarter: Discovery, Discipline, and the Startup Learning Machine
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Tim Huelskamp on Culture, Retention, and the New Rules of Work
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Karl Hughes on Building Companies that Don’t Break
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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Amanda Lannert on Designing Moments That Matter
This article was originally posted on the Momentum Mode Podcast Substack channel, featuring Impruve CEO Mike Shannon & 3x PE-backed CEO & investor Corey Ferengul.
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