Bill Rainger CFP®
“Dan is a very experienced and capable Change/Project Manager. Introducing new systems can be challenging, but the change management strategy Dan introduced for us ensured our people were ready and willing to adopt the change. Training, communication, and ongoing reinforcement were thoughtfully delivered, resulting in high engagement and rapid uptake of the new technology. The change management process helped our organisation move through uncertainty with confidence. By focusing on people, not just processes, the team created trust, reduced resistance, and enabled sustained behavioural change. The transformation has delivered measurable improvements and long‑term value for our firm.”
Bill Rainger CFP®, Partner - WealthPartners
Craig Banning
“The achievements of our FIN365 project were largely attributable to Dan’s commitment, passion, and unwavering focus on operational efficiency. I confidently recommend Dan Lacey from The Capacity Coach to any financial planning or accounting firm seeking to implement a CRM solution and improve client service costs.
Dan demonstrated an exceptional understanding of the unique challenges inherent to financial planning and accounting practices. His proficiency in integrating technology resulted in streamlined processes and tangible enhancements in both client service and operational performance. Dan’s proactive approach and industry insight proved invaluable throughout our organisational transformation.”
Craig Banning - CEO Navwealth
Lisa Greensill
“Ive got to know Dan through our professional crossover in the financial advice world. Dan's been in the advice industry for eons, so he totally gets the growing pains financial planning businesses go through.
He's not a strategy spruiker who just drops a change strategy on a director's desk and walks way..he gets his hands dirty and gets in the trenches with the business to steer them through big transitions. And critically, he puts the human side first. When he goes into a business, he isn't just streamlining processes and policies - he helps everyone in the business adjust to the changes, from the leaders to the support staff, online and offline.
To top it off, he's a great guy and an asset to any business who brings him in.”
Lisa Greensill, Marketing Director - Brandover
Belinda Barclay CFP®
Dan worked with the Oreana Partnerships team over several months to help us better understand our technology strategy. He helped us connect the dots across our overarching strategy and ultimately gave us clarity on what we should be focused on in our resourcing and path forward. Ultimately, Dan helped us plan and design a clearer project and saved us from wasting time and money. Dan became like a member of our team, and we thoroughly enjoyed working with him. We have now recommended Dan to several of our advice practices to do the same for them.
Belinda Barclay CFP®, General Manager, Advice & Governance - Oreana Partnerships
Michael Gillet CFP®
“Dan’s ability to assess the business from a high level allowed me to make some strategic, long-term decisions about the direction of the practice that I was unable to do due to my time being absorbed by crisis management that was happening day to day in the shadows of the Royal Commission and commencement of Look Back audits. Dan’s recommendations put us on the track of converting most of the client base to fee paying clients on annual advice agreements well before the commissions were switched off in May 2020. This project was timed well with the negotiating of the sale of our practice in December 2020 and I have no doubt, Dan’s actions added significant value to the final practice value.
Dan puts a plan in place and holds you accountable for achieving that plan. Dan’s experience across business processes (specifically Financial Advisory practices in our case) was invaluable as best practice from other firms were applied to mine. It certainly added value when the sale process was completed.
I have no hesitation in recommending Dan’s services.”
- Michael Gillet CFP®
Robert Feltrin, The Harrison Group
“Due to Daniel’s direction, advice and added support in designing and implementing our HR strategy, we saw high levels of engagement, became a 2 year running employer of choice. More importantly, we were able to find gaps in our capacity constraints to ensure not only did we attract the right talent, but we were able to retain them.
Daniel is a true professional when it comes to solving key business challenges. Daniel is an excellent facilitator and any business would thrive from his offerings. A true operational leader, who understand employee engagement, motivation and has a true eye for detail. Would recommend Daniel to any business after an Authentic Leader who will add value to your business. In addition, It was a pleasure to have collaborated with Daniel, he really understands what is possible within an organisation, and finding “capacity” in areas in which you thought never existed.
Daniel showed us how we can foster our culture by providing clear, consistent, and relevant communication. In addition, ensuring we provided a working environment where staff have the ability to do their best each day, whilst ensuring staff had limitless avenues of recognition, training, and collaboration.”