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AdviceTech Podcast #16 - Worksorted
Ensombl Advice Australia
English - December 08, 2022 12:00 - 52 minutes - 51.8 MBInvesting Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation.
Worksorted Website: https://worksorted.com/
Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/
Curiosity Corner (Upcontent) website: https://www.upcontent.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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