Every advisor remembers that first inquiry. The excitement, then the quiet panic of realizing you have a customer now and no system for what comes next.
Jonathan Morris spent years as a retail agent before building Legato, a host agency built around an agent-first philosophy. In this conversation he shares what he’s learned coaching hundreds of agents through the foundation stage, including a story about an advisor who sold out cruise groups within days and still nearly burned out because the systems weren’t there to support the growth.
We get into the first 90 days, how to actually build a relationship with a BDM, why quarterly business checkups matter more than most agents think, and what led Legato to become the first host agency to integrate with Travefy.
- Learn more about Legato: https://legatohost.com/about-us/
- Find Legato on social: Instagram | LinkedIn | Facebook
- Learn more about Travefy’s partnership with Legato and see how your host agency can become the next integration: https://travefy.com/blog-post/legato-integration
- Listen to more episodes of The Lounge Podcast at: https://lp.travefy.com/the-lounge