Billion Dollar Broker
Billion Dollar Broker
Ross Le Quesne
Designing the Client Experience - Podcast with Rick Garner
56 minutes Posted Jul 26, 2022 at 3:58 am.
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Show notes
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:
• 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