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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.

Sacha Burchgart LinkedIn: https://www.linkedin.com/in/sacha-burchgart-42587939/
Burcheart Website: https://www.burcheart.com.au/
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/

To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/

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