Ep. 13 – How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey
atWork was the first cloud-based CRM system for Financial Advisers. The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used. In this episode, we talk with Trevor Stacey,…