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.

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