Mastermind Advisor Podcast with Josh Woodward

Breaking Down the Virtual Closing Process with Lynn Stokes

In this episode, we had the pleasure of sitting down with Lynn Stokes, a financial advisor who has finely-tuned his process for virtual closing. For advisors seeking to refine their online client acquisition and retention strategies, this episode will provide advice and real-world experience. Whether you're looking to improve your virtual closing techniques, seeking inspiration for your own practice, or simply curious about the future of financial advising, this episode is a must-listen. Tune in to hear Lynn Stokes share his wisdom and learn how you can apply these lessons to your own business.   Here’s some of what we discuss in this episode: 0:00 – Intro  1:12 – Lynn’s professional background  4:38 – What he’s learned about virtual appointments  6:22 – Sales side of the appointments  10:20 – Extracting key information  14:54 – How many appointments? 19:25 – Technological challenges 23:34 – Goals    Resources for this episode: About our guest: https://rencompanies.com/lynn-m-stokes [https://rencompanies.com/lynn-m-stokes]