What does a successful Tech Transformation actually look like inside a growing Advice firm?
In this episode of The WealthTech Insider, Danni Le Grande speaks with Simon Backman, CEO of Wahlstrom Financial Services, about the reality behind modernising Advice delivery – from early resistance and change fatigue to measurable time savings and a better client experience.
Simon reflects on why Tech should amplify people, not replace them; how disciplined rollout and ownership drove adoption; and why clients feel the outcomes of good tech long before they notice the tools themselves.
An honest, grounded discussion for Leaders who want progress without hype – and transformation that actually sticks.