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/