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First Impressions: Connecting with your client on the first call.

You don’t get a second chance at a first impression. Learn how to use an introductory call to create a lasting impression on your client so you can not only win their business, but create a top class experience to drive repeat and referral business in the future.

Training takeaways:

  • Engaging your clients with confidence from the very first contact.
  • Conveying value and confidence in yourself and the Morty platform.
  • Connecting with your clients to fully understand their financial goals.

Led by Morty’s Director of Platform Success, Ingmar Sterling, we’ll cover how to structure a first call, convey your personal brand, and promote Morty’s platform in a way that is unique to you. We’ll share tips to help better connect with your clients and understand their situation and goals.