Episode
Changing AdviceTech Done Right #2
- Podcast
- Ensombl Advice Australia
- Published
- Apr 14, 2026
- Duration seconds
- 2200
- Processing state
not_requested- Canonical source
- https://episode.flightcast.com/01KP4SGK2RBTE3Y88M120KYDBW.mp3
Actions
POST https://stenobird.com/v1/public/podcasts/ensombl-advice-australia-445733/episodes/changing-advicetech-done-right-2/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/ensombl-advice-australia-445733/changing-advicetech-done-right-2.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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/