Breaking Down the Virtual Closing Process with Lynn Stokes

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]