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

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Recorded08 Apr 2025

Publishermortgagebusinessuncut.libsyn.com ↗

Handlerec:7591178

Show notes

The pandemic forced many industries to adopt remote and hybrid work structures. Now off the back of COVID-19, some brokers are choosing to remain virtual. Accendo Finance's Trent Carter discussed these themes in this latest episode of Finance Specialist. His 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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