• Finance Specialist: How brokers can thrive in a remote work era

  • Apr 24 2025
  • Duración: 18 m
  • Podcast

Finance Specialist: How brokers can thrive in a remote work era

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  • Resumen

  • The pandemic forced many industries to adopt remote and hybrid work structures. Now off the back of COVID-19, some industries are choosing to remain virtual.

    Accendo Finance’s Trent Carter discussed these themes in this latest episode of Momentum Media's Finance Specialist. His broking business has gone fully remote, the benefits of which are massive overhead cost savings.

    Despite this, Carter said there still needs to be connection. While some clients are fine to engage over video call, others can benefit from face-to-face time. This can come in the form of visiting their business or home.

    This practice of showing up to where they live or work can also give a broker insight into how they operate, strengthening the ability to service them.
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