Episode details | 45-Minutes
The first episode of the Changing AdviceTech Done Right Ensombl series features Plutosoft Co-Founder Vincent Holland and Plutosoft customer Sacha Burcheart, Managing Director at Burcheart.
In this conversation, they explore how advice firms can move beyond the outdated “all-in-one vs. tech stack” debate. Instead, they advocate for a more practical approach: using a single core advice/CRM platform as the engine of the business, supported by targeted integrations, strong data integrity, and thoughtful, team-driven change management.
Grounded in real-world insights, this episode offers a clear and actionable perspective on building a more effective AdviceTech strategy.
