12. Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI

12. Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI

What does it actually look like to run a thriving RIA as a one-person firm in 2025? Alan Rhode, Founder & CEO of Modern Wealth, has been doing it since 2019, and AI has changed everything. In this episode of The AI-Native Advisor, Mike Shannon sits down with Alan to unpack how he built a solo practice serving small business owners approaching a liquidity event, and how his tech stack lets him deliver a family office experience without a family office team. They cover: * Why starting solo before AI existed gave Alan a massive edge when the tools finally arrived * His full tech stack: Impruve, Wealthbox, eMoney, IncomeLab, Wealth.com, HolistaPlan, and Altruist * How he uses eMoney as the master plan and IncomeLab to simplify retirement income for clients * The marketing gap AI still hasn't solved — finding the right client at the right moment * Why getting in front of entrepreneurs at Series A (not at exit) is the next frontier for advisors * The one thing AI will never replace: human accountability Whether you're a solo advisor, an RIA operator, or just curious about what an AI-native practice looks like in the real world, this one's worth your time. 🎙️ Guest: Alan Rhode, Founder & CEO of Modern Wealth

11. Brett Wysopal, Founder of Wysopal Wealth Planning, on Turning Disconnected Data Into Insight

On this episode of The AI Native Advisor, Mike Shannon sits down with Brett Wysopal, Founder and CEO of Wysopal Wealth Planning, for a candid conversation about where AI is actually delivering value in financial advice, and where it’s still falling short. Brett works with equity-compensated tech professionals navigating complex stock options, tax decisions, and liquidity events. In an industry flooded with new tools, he shares a grounded perspective: the problem isn’t a lack of technology. It’s that none of it truly talks to each other. They unpack: • Why data fragmentation is the biggest bottleneck in advisory tech • How AI is helping streamline meeting prep and scenario analysis • The realities of serving busy, tech-native clients • Where AI meaningfully saves time and where expertise still matters most • What the next evolution of AI in wealth management could look like This episode is a practical look at AI from someone building on the front lines, balancing complexity, client expectations, and an increasingly crowded tech stack. If you’re an advisor, founder, or operator thinking about how AI fits into your workflow, this conversation is for you. Subscribe for more conversations at the intersection of AI, wealth management, and firm building.

10. Joel Miller, Founder of Flames Financial Planning, on the Future of Financial Advice

On this episode of The AI Native Advisor, Mike sits down with Joel Miller, Founder and Senior Financial Planner at Flames Financial Planning, for a conversation that gets to the heart of how AI is reshaping the economics and the human side of modern financial advice. Joel shares his journey from working inside traditional advisory models to launching a flat-fee planning firm designed to serve clients more holistically. The two explore why tying revenue solely to assets under management is becoming less aligned with the real value advisors provide, and how technology is making new business models possible. They dig into the practical realities of using AI day-to-day: from automating meeting notes and follow-ups to freeing solo founders from administrative work. But the conversation goes deeper than productivity gains. Joel explains why the next wave of AI won’t just make advisors faster, it will help them become more proactive by surfacing insights, tracking life events, and strengthening client relationships over time. It’s a grounded look at how AI is enabling a new generation of advisory firms: smaller, more agile, and deeply relationship-focused. If you’re thinking about the future of wealth management, entrepreneurship, or how AI changes the way professionals serve clients, this conversation is a must-listen.

9. Founder & CEO of Wealth IQ, Aditi Kapadia, on Building AI to Deepen Human Advice

In this episode of The AI Native Advisor, Mike Shannon sits down with Aditi Kapadia, Founder & CEO of Wealth IQ, to explore how AI is reshaping the future of financial advice. Aditi shares her unconventional journey from wealth advisor to AI builder — teaching herself to code and developing a proprietary “money mindset” assessment tool to better understand how clients think about financial decisions. The conversation dives into how AI can strengthen—not replace—the human advisor relationship, and why the future of wealth management will belong to hybrid professionals who combine empathy, behavioral insight, and technology. In this episode, you’ll learn: • Why traditional wealth advice often fails to serve mid-level high earners • How Aditi built her own AI tool from scratch with no technical background • The role of behavioral psychology in financial decision-making • Why AI should act as an assistant, not an author • How AI can enhance client relationships between meetings If you’re an advisor, founder, or leader curious about how AI will transform professional services, this conversation offers a practical look at what’s coming next. Subscribe for more conversations on AI, advisory innovation, and the future of work.

8. Author & CEO of Boyer Financial, Drew Boyer, on Authentic Content in the AI Era.

The conversation delves into the intersection of music and finance, the writing process and concept of 'Hip Hop Times Finance', the educational impact of the book, content strategy and client growth, AI integration in content creation, and content creation habits and routine. The discussion also highlights the use of AI in content creation and the challenges of integrating AI into the content strategy. Takeaways * Content strategy and AI * Connecting music and finance * Authenticity and creativity in content * AI integration in content creation