Season 1 Episode 24
Welcome to a Power Series episode of How I AI — a special format where I feature two or more shorter conversations, highlighting real people using AI in unique ways across different industries. If you’re curious about how AI is quietly transforming traditional industries and how people with deep domain expertise are guiding that shift than this episode is for you.
This episode spotlights two powerful use cases for AI in financial advisory and funeral services, featuring real-world insights from Daniel Yoo and Walker Posey.
Walker Posey is a fourth-generation funeral director who is integrating AI tools like aftercare video services, and even early-stage hologram memorials. He serves as a national spokesperson for the NFDA, advocating for thoughtful modernization in the industry.
Daniel Yoo is a former senior financial advisor who managed $800 million in assets at TD Ameritrade before pivoting into the tech world. Now the founder of FinMate AI, Daniel builds custom AI agents for financial professionals.
🔑 Topics We Cover
Guests Featured:
Walker Posey
Website: poseycares.com
Daniel Yoo
Website: finmate.ai
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"How I AI" is a concept and podcast series created and produced by Brooke Gramer of EmpowerFlow Strategies LLC. All rights reserved.
Published on 18 hours ago
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