The Story of Worksorted with Dan Fitzgerald

Continuing our theme of 2022 in looking deeper into the technology solutions available to advice firms in 2022, my guest in this Masterclass is someone who will be known to many of you.

 

To say Dan has quite a pedigree in financial services would be an understatement. He's held a number of roles at a variety of well-known financial institutions, but the tech journey begins in 2004 with a tool those of you may recall called OLICC.

 

For the last decade-and-a-bit though his passion has been split between supporting growth in training organisations with Weworkbook, and helping advisers achieve greater efficiency with Worksorted.

 

If you know the latter name but not the tool itself, what you need to know is it's one of a number of software tools seeking to solve the operational challenges faced by advice businesses in a slightly different way to others.

 

In this Masterclass, we'll dive deep into:

• the story behind Worksorted
• provide insight into the issues it's focused on helping practices address
• the tech stack it works best with

 

If you've wondered what's out there but struggled to get to the heart of whether Worksorted is right for you, lend me an hour and I'll give you back the insight you need.

 

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