• Mastermind Advisor Podcast with Josh Woodward

  • By: Josh Woodward
  • Podcast

Mastermind Advisor Podcast with Josh Woodward

By: Josh Woodward
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  • Summary

  • Mastermind Advisor Marketing is Marketing for Financial Advisors Created by Financial Advisors. The financial world is changing at the speed of data, and old methods of reaching your clients are no longer effective. Mastermind Advisor Marketing uses state-of-the-art technology, developed by those in the financial and digital spaces, to help financial advisors generate qualified leads and close business. On the Mastermind Advisor Podcast, join Josh Woodward as he explains how to successfully market yourself in this ever-changing landscape.
    Copyright Josh Woodward Mastermind Advisor 2024
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Episodes
  • Breaking Down the Virtual Closing Process with Lynn Stokes

    Breaking Down the Virtual Closing Process with Lynn Stokes
    Jun 6 2024

    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
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    30 mins
Career Success Leadership Marketing Economics
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