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