Changing AdviceTech Done Right #2 - Ensombl Advice Austra...

What this episode covers

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26041001-15270001 0.25 Client Care & Practice 0.25 Technical Competence In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, Head of Customer Success at Plutosoft. They share practical, psychologically-aware lessons and tips on deciding to switch, migrating to, and successfully embedding a new financial advice CRM system in an advice practice. Leanne Bogoev LinkedIn: https://www.linkedin.com/in/leanne-bogoev-129780291/ Byfields Wealth Management Website: https://byfieldswealth.com.au/ To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 36 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on April 14, 2026.

What is this episode about?

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26041001-15270001 0.25 Client Care & Practice 0.25 Technical Competence In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev,...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.