EPISODE · Apr 21, 2020 · 35 MIN
Ep 31: COVID-19 special - Adapting to remote working - Ray Djani
from Between Meetings with Matt Heine · host Netwealth Investments Limited
Matt chats with Ray Djani, Managing Director of advice firm Cardena Private Wealth, and an early adopter of remote working. Uncovering what Cardena Private Wealth has done to successfully adapt to this new way of working, Ray discusses the technology his team have found valuable, their experience with managed accounts during the market downturn, and their plans for overcoming some of the challenges advisers may face including maintaining team morale and navigating the end of the financial year.
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Ep 31: COVID-19 special - Adapting to remote working - Ray Djani
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