Changing AdviceTech Done Right #2

Earn 0.50 CPD here: 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: Byfields Wealth Management Website: To see how Plutosoft can transform your practice, book a demo: General Disclaimer –

You can listen to Changing AdviceTech Done Right #2 online on Radio and Podcast. Open the player on this page to stream the available audio.

Changing AdviceTech Done Right #2 is an episode from XY Adviser by Ensombl.

This episode is 36:40 long.

This episode was published on Apr 14, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from XY Adviser when more episodes are available from the podcast feed.