461. Daniel Yoo

Check out host Bidemi Ologunde's new show: The Work Ethic Podcast, available on Spotify and Apple Podcasts.

Email: bidemiologunde@gmail.com

In this episode, host Bidemi Ologunde sits down with Daniel Yoo, CEO and founder of FinMate AI, to explore what happens when deep wealth-management experience meets real, pre-hype AI expertise. Daniel shares lessons from serving as a Senior Financial Advisor overseeing $800M in client assets, how his Johns Hopkins research on AI forecasting shaped his view of markets, and why he built FinMate AI to help advisors boost productivity, strengthen client relationships, and improve retention. What can AI actually do for financial advisors today, and what's still hype? How do behavioral biases show up during volatility, and how should investors guard against them? What does "secure, compliant AI" really mean in financial services? And as economic forces keep shifting, what will the AI-enabled advisor look like in the next five years? Tune in for a practical, honest conversation on AI, investing trends, client trust, and the future of wealth management.

Quick question: when you buy something handmade, do you ever wonder who made it, and where your money really goes? Lembrih is building a marketplace where you can shop Black and African-owned brands and learn the story behind the craft. And the impact is built in: buyers can support vendors directly, and Lembrih also gives back through African-led charities, including $1 per purchase. They’re crowdfunding on Kickstarter now. Back Lembrih at lembrih.com, or search “Lembrih” on Kickstarter.

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