Matt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia's leading technology consultants for advice firms. With a career spanning licensees, funds management, advice practices, and tech consulting, Danni explains why tech fatigue is real, and how firms can simplify processes to drive better outcomes for clients and teams. They unpack why most tech change fails, the importance of people-first adoption, and how firms can turn technology from a cost into a strategic enabler. Danni also shares insights on data governance, AI in advice, and how the best firms are navigating the shift to independent, scalable business models. Essential listening for advice firms facing growth and efficiency challenges.

Episode summary

00:01:05 - Danni's career journey

Danni shares her 25-year journey across licensees, funds management, advice firms, and now technology consulting at Finura Group.

00:03:20 - Evolution of tech conversations in advice

Reflecting on how advice firms have shifted from Excel sheets and manual processes to navigating complex tech ecosystems.

00:05:15 - Why most tech change fails

Danni explains why choosing technology is easy, but implementing it meaningfully requires empathy, people-first change management, and simplifying workflows.

00:08:45 - From institutional alignment to independence

How the shift to self-licensing has changed technology conversations, with firms now needing to own their tech and process decisions.

00:12:30 - Common inefficiencies and tech 'health checks'

The discovery process Danni's team uses to identify inefficiencies, strip back complexity, and create tailored tech roadmaps.

00:16:50 - Data governance and managing silos

Danni highlights the critical need for firms to understand where their data sits, how it's managed, and why silos can become major risks.

00:21:40 - AI's real-world applications in advice

Why Danni remains conservative on AI, believing firms need to focus on solving real bottlenecks first—such as file notes, onboarding, and client communication.

00:27:10 - Scaling to 180 clients per adviser

Discussing the "Road to 200" strategy and how technology, efficient workflows, and advisory team growth are all key to scaling advice delivery.

00:30:45 - Personal insights and cybersecurity awareness

Danni shares her passion for social engineering awareness in advice firms, recommending resources like the Darknet Diaries podcast.