How AI Is Transforming Legacy Industries: Finance and Memorial Services

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 CoverCreating automation tools to enhance client serviceWhen AI tools make sense and when they do notThe risk of lookalike products and how to stand outBuilding custom AI agents for niche professionalsThe value of slow, intentional tech adoptionGuests Featured:Walker Posey Websites: poseycares.com nfda.org   https://www.rememberingalife.com/Daniel Yoo Website: finmate.aiReady to cut through the overwhelm?Grab a 30-minute AI Jumpstart Session and walk away with a clear plan to match the right tools to your goals so you can finally move forward with ease.Check out my free AI Starter Guide and get the basics explained simply so you can start using AI with confidence.For listeners ready to dive deeper into AI, The Collective offers a 7-Day Free Trial that includes the AI Mastery Challenge, a vault of advanced trainings, and recordings from past webinars. If you enjoy this episode, please rate and review the show. Sharing it with a friend who’s AI-curious helps this growing brand reach more people. Ready to cut through the AI overwhelm?Explore all my resources in one place → https://stan.store/BRXSTUDIOFree AI Guide • 45-Minute AI Audit • AI Community • Custom GPTHow I AI is now The AI Movement Podcast.LinkedIn: Brooke GramerWebsite: TheAIMovementPodcast.comDisclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.