Simplifying technology and processes to scale firms
Danni Le Grande, Head of IFA Consulting, Finura Group
Listen now
About the podcast
Danni Le Grande, Head of IFA Consulting at Finura Group
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.
You may also enjoy these podcasts
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.
Listen to more Between Meetings podcasts
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole.
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.
The Netwealth Portfolio Construction Podcast
In this podcast series, our investment research team pick the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.
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.
More Between Meetings podcasts
You may also enjoy
Between Meetings
Supercharging self-licensed firms
Kon Costas, Managing Director of The Principals' Community shares his journey from the early days at Westpac to leading one of the most influential self-licensed adviser communities in Australia.
Between Meetings
Crafting a 25-year overnight success
From his family escaping Nazi Germany to founding a platform now worth $100bn+ in funds under administration, Michael Heine, founder of Netwealth, shares his highs, lows, and timeless lessons in business and life.
Between Meetings
Scaling advice with AI and avatars
Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, shares his take on AI, avatars & neuroscience in advice. Learn why listening is the new edge for future-ready financial advisers.