069: Calvin Williams' Service Delivery Process

Calvin Williams, Jr. is on a mission.  He believes wealth management services should be accessible to all people, 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.