Worksorted is a CRM. You can log in, go to a client page, put in file notes, work on jobs, create documents, send SMS or create emails. The things you do in the CRM are stored against the client’s records. To make you more efficient,...
Many advisers are pushing 4 or so appointments per day and to suit their busy clients, they are running evening meetings either at the office or in client homes. It’s common for Licensees to expect that meeting file notes are typed up, stored in a...
If you have an idea or suggestion to make Worksorted work even better, then we would love to hear about it. Over the years, we have considered thousands of suggestions. Some things are easy, some more complicated. Every idea takes time to scope, assess and...
You may have heard from others that it’s worth checking out Worksorted. We understand that for some, the best way to get to know our capabilities and to get a feel for Worksorted is to get in and have a play around with it yourself...
A typical advice firm will earn around $1.5 million a year, broken up into 61,000 small individual commissions, fees and trail payments. To make things more complicated, those little revenue transactions are collected from an average 15 separate sources. As a result, confidently understanding client revenue and...
In the world of financial advice, the most effective strategy to improve profitability is to retain and add value to your existing customers. Good businesses know that this will not only help a firm to grow its revenue per client, but will also lead to...