When Tyler Murphy launched Strongside Asset Management, he wasn’t just building an RIA—he was rethinking how independent advisors scale without bloated staffing costs. Tyler set out to build a highly efficient firm that could prioritize hyper-personalized client service.
To do that, he needed leverage. Enter: Impruve.
“I literally got goosebumps… just from the notes and analysis. This is insane. It blows my mind.”
For Tyler, Impruve was the first AI tool that actually made an immediate, tangible impact on his business.
Taking Stress Off Prospecting
“The prospecting meeting is the strongest use case. That’s where you need the most notes.”
Tyler runs dozens of prospecting meetings each month, often with leads that come from a wide array of sources. His style is consultative—he offers a crash course whether or not the person becomes a client. But managing follow-ups, remembering what was said, and keeping track of key context without burning out? That’s the hard part.
“Just clicking into the [advisor-tailored] meeting notes afterward, I was like—holy crap. This takes so much off of what my stress is.”
Impruve automatically captured and analyzed those meetings, turning them into structured notes specifically tailored to the client-advisor dynamic, suggested follow-ups, and even provided an AI engine for bolstering content ideas. The result? Less time spent writing, remembering, and organizing—more time focused on delivering value.
A Vision for Scalable Independence
“Most advisors say, ‘I can’t handle more than 100 clients.’ But with the right systems, I think I can hit 500—without overloading my costs.”
With tools like Morningstar, eMoney, and MoneyGuidePro forming the foundation of his client deliverables, Tyler saw Impruve as the missing layer: a system to help him run the business, not just produce reports.
From Prospect Notes to Content Creation
One of Tyler’s favorite marketing tactics was a short-form video series on Instagram called Major League Finance. It worked—he got clients from it—but the hardest part was producing content consistently.
“If I could take my real conversations and instantly turn them into blog posts, scripts, or video ideas—that would be huge.”
Impruve’s ability to auto-generate content from real meetings lit a spark. Now, every Zoom call is an opportunity to create outbound content without starting from scratch.
We built Impruve for entrepreneurs like Tyler—people growing client relationships, juggling operations, and delivering high-trust service at scale. That’s why we’re listening to every insight from early adopters like him as we expand into the RIA and wealth management space.
👇 Watch Tyler's testimonial and see how Impruve helps financial advisors of all types stay organized, present, and in control—without the overwhelm.