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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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032: Running Your Business By the Numbers

“Don’t be flashy” when operating your business warns seasoned commercial lender, Charles H. Green.  Armed with 38 years of experience in funding small businesses, Charles knows plenty about running a business by the numbers and not by hunches.  In this episode, he stresses the importance of being able to interpret your financial statements to understand your company’s financial story so that you know where to focus on improving.  Discover what the 3 big categories of financial health metrics are, how it’s possible to be profitable but not have any equity or cash flow, and why an Excel spreadsheet can be more useful than bookkeeping software.  As a former president and CEO of a bank and the author of several bestselling books on small business finance, you definitely don’t want to miss the sage advice Charles offers!

Special Guest: Charles H. Green, Vice President/Business Development Officer for First Bank Financial Centre

Show Notes:

Related Episodes:

  • Episode 008: The Lean Methodology: What It Is & How to Apply It to Your Small Business Lean
  • Episode 014: Dispelling 4 Common Entrepreneur Myths about Business Growth
  • Episode 015: How I Use Business Infrastructure in My Restaurant

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022: Foundation & Maintenance – Business Lessons from Cuba

In this episode, Alicia shares things she observed during a recent trip to Cuba and how those observations apply to how we run our small businesses.  A notable observation was the admirable and continuous preservation of cars, culture and cuisine.  However, many buildings have succumbed to the lack of maintenance primarily due to economic factors.  She makes the argument that it’s possible to save these buildings (and our parts of our business) through ongoing proactive and preventive maintenance.  If nothing more, may these lessons Alicia shares serve as a cautionary tale of the importance to develop processes to monitor all aspects of your business to minimize both risk and…ruin.

Monologue:  Alicia Butler Pierre, Founder & CEO of Equilibria, Inc.

Show Notes:

Related Episodes:

  • Episode 001:  What is Business Infrastructure and Who Are You to Tell Me About It?
  • Episode 019:  Who Said Operations Isn’t Sexy?
  • Episode 021:  Improving Quality in Healthcare Operations

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