Tech Sanity for Advice Firms with Peter Worn of Finura Group
Is your advice tech stack quietly helping your business grow, or quietly driving everyone mad?
In this episode of The Trusted Adviser, Rob Pyne sits down with Peter Worn, co-founder of Finura Group, to unpack what it really takes to bring tech sanity to a modern advice firm. Drawing on years of experience working with licensees and advice businesses across Australia, Peter lifts the lid on the promises, pitfalls, and hidden costs behind today’s technology and AI solutions.
They explore:
The difference between a genuine tech stack and a messy tech pile
How to spot conflicts of interest with…
The skinny
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