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.

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.