Designing the Client Experience – Podcast with Rick Garner

We talk with Rick Garner, CEO and Founder of Crew Financial, an award-winning brokerage who manage to be Commercial Pilots as well as Mortgage Brokers and write close to $200M in business at the same time. The secret of their success is putting the client at the centre of everything that they do.

In this episode we dive into:

  • How to design the ultimate client experience
  • Why automation is king
  • How he transitioned his team from being fully off-shore to fully on-shore
  • How to constantly evolve your process and eliminate things that no longer serve you or your clients

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