Episode details | 45-Minutes
In this second instalment of the Changing AdviceTech Done Right series with Ensombl, Leanne Bogoev, Head of Customer Success at Plutosoft is joined by Chloe Leow, Practice Manager at Byfields Wealth Management.
Together, they unpack the realities of switching to a new financial advice CRM system – covering how to make the decision, manage the migration process, and successfully embed the platform within an advice practice. With a strong focus on the human side of change, they share practical, psychologically-aware lessons to help teams navigate the transition effectively.
Grounded in real-world experience, this episode provides clear, actionable guidance for advice firms looking to implement CRM change with confidence and long-term success.
