EP 37: Dear Advice Firms: Your Clients Are Watching (So Post Something!)
In this episode of The WealthTech Insider, host Danni Le Grande is joined by Nicole Smith, founder of Socialisd, to unpack what modern marketing really looks like for financial advice firms. Nicole shares why digital marketing isn’t just about getting more clients. It’s about storytelling, retention, team engagement, and building brand trust (before you need […]
EP 36: The Finura Girls Take Over: The Hidden Power of Back & Middle Office Teams
It’s a special episode of The WealthTech Insider as the Finura girls take over the podcast for the very first time! Join host Danni Le Grande as she’s joined by powerhouse colleagues Helena Klokova and Dipal Khatri to dive into the often-overlooked heroes of financial advice firms—the back and middle office teams. From navigating tech frustrations to […]
EP 35: Death by PowerPoint: Why it’s Time to Ditch the Deck
In this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn, Joint Managing Director at Finura Group, to challenge the conventional reliance on PowerPoint presentations in the corporate world. They explore how PowerPoint, while a useful tool, can often become a productivity drain and stifle genuine conversation. Drawing from personal […]
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