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Breaking Down the Virtual Closing Process with Lynn Stokes
- 2024/06/06
- 再生時間： 30 分
- ポッドキャスト
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サマリー
あらすじ・解説
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