069: Calvin Williams’ Service Delivery Process

Calvin Williams, Jr. is on a mission. He believes wealth management services should be accessible to everyone, not just the uber-rich. As such, he started Freeman Capital – an award-winning FinTech company with rapid expansion goals and high visibility. In this episode, Calvin details the service delivery process he implements to maintain a positive customer experience while managing a 100% remote team. He also shares the different technologies he leverages to keep it all together.

Special Guest: Calvin Williams, Jr., Founder & CEO – Freeman Capital

Location:  Charlotte, NC  USA

Show Notes:

Watch the Video Version of this Interview (COMING SOON!):


Related Episodes:

    • Episode 030: Connecting Your Software for Maximum Productivity with Garrett Massey
    • Episode 032: Running Your Business by the Numbers with Charles H. Green
    • Episode 040: Lowering Overhead and Increasing Revenue with Forrest Tuff
    • Episode 042: Automating the Sales Process with Tim Bornholdt

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