Between Meetings With Matt Heine

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