Episode 2: Changing AdviceTech Done Right
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 […]
Episode 1: All-In-One vs Tech Stack
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 In this conversation, they explore how advice firms can move beyond the outdated “all-in-one vs. tech stack” debate.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: […]