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