Daniel Yoo

Daniel Yoo, founder of FinMate AI, shares his journey from financial advisor to tech innovator. He discusses the struggles of manual note-taking and how AI can revolutionize administrative tasks. Listeners will discover practical ways to enhance productivity through note automation and secure task management. Yoo also explores the balance of AI integration with personal client engagement and addresses the potential concerns that come with the technology. Tune in for insights on maximizing efficiency in financial advisory business!