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 Managed Service Providers (MSPs), vendors, and “AI agencies”

• A simple ROI lens for deciding which tech or AI project to do next

• Why duplicating tools for tasks, communication, and storage adds risk (not value)

• The real trade-offs between industry platforms and enterprise CRMs like Salesforce or Dynamics

• What good document management and data hygiene actually look like in practice

Stay listening right to the end, where Peter shares how buyers really assess your tech when you’re preparing for sale. Why “weird and wonderful” systems can hurt your valuation, how your cyber posture becomes a trust filter for acquirers, and the key signs that your problem isn’t technology at all, but leadership and business model.

If you’ve ever wondered whether you’re overpaying for tech, under-using what you have, or on the brink of an expensive misstep, this conversation will help you reset, refocus, and get more out of every dollar you invest in technology.