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0.25 Client Care & Practice
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0.25 Regulatory Compliance and Consumer Protection
In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, Co-Founder at Plutosoft. They discuss how advice firms should move beyond the “all-in-one vs tech stack” debate by using a single core advice/CRM platform as the engine of the business, supported by targeted integrations, strong data integrity, and thoughtful change management driven by the team.
To see how Plutosoft can transform your practice, book a demo.
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Changing AdviceTech Done Right #1
In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, …
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Changing AdviceTech Done Right #2
In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, …
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Changing AdviceTech Done Right #1
In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, …
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Changing AdviceTech Done Right #2
In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, …
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Investment Podcast #36 – Rethinking Genuine Diversification
As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) …
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AdviceTech Podcast #166 – Alpine Advisory
In this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more …
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Reimagining Retirement: Advice, Conversations, Outcomes #1
In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, …
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Reimagining Retirement: Advice, Conversations, Outcomes #2
Tanya speaks with Renee Diver and Amber McGhie from Firefly Financial, and Erica Malliotis, Retirement Specialist at MLC …
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Reimagining Retirement: Advice, Conversations, Outcomes #3
In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at Atlas Wealth Advisory, and Ashton Jones, Director …
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Engine Room Podcast #84 – Justin O’Donoghue
In this episode, Rocksy speaks with Justin O’Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss …
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Insurance Podcast #6 – Paul Milbourne
In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. …
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AdviceTech Podcast #165 – Encore Advisory
This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how …