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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.
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 …