Paul D. Spurlock is one of the country's leading experts at running a highly efficient, 100% virtual/remote financial planning practice.
In 2007, he made the bold decision to transition his personal practice online and begin offering his services to a national clientele. After persevering through a few early years of extreme struggle and frustration, he finally cracked the code for closing large cases over the phone/internet, and in 2009 broke the 7 figure revenue threshold through a combination of his unique laddered annuity strategies and AUM planning techniques…all while working predominately part-time hours per week.
The experience and step-by-step approach that he has now perfected over the past 10 years has resulted in a time-tested, proven system for quickly and easily converting prospective clients right over the phone…sight unseen!
His average new client case size is $896,000 in assets, his largest annuity case from a single internet planning transaction was $4.5 million and his largest production month overall was just over $7.5 million…again, all done completely virtual through the phone and internet. Paul founded Advisor Training Systems, LLC, because he is passionate about sharing his sales approach, planning strategies, and virtual financial advisory practice system with other financial professionals.
The techniques that he utilizes are designed to establish credibility in the mind of the consumer, shorten the duration of the sales process, allow the advisor to maintain control over the entire selling process, and significantly boost the average case size. More than anything, however, Paul is committed to helping advisors maintain an ethical and fiduciary approach to serving the best interest of their clients.
Paul's virtual practice gives him the freedom to split his residency between his homes in Raleigh, North Carolina and Denver, Colorado.
In his free time, Paul enjoys maintaining an exotic reptile collection and is still an avid ice hockey player.
John Hughes started his sales career with New York Life where he quickly rose to General Agent status in his 14 year tenure with the company in Cherry Hill, NJ.
After leaving NYL, John moved to Louisville, KY to head an annuity marketing department within a bank lobby distribution model for a large insurance holding company. In 1986, he founded a sales and management training firm in Louisville, where he built one of the premier sales training firms in the midwest.
John's results-oriented business and sales development process is something that he has excelled in as a professional coach, mentor, trainer and consultant for over 25 years now and has personally influenced the success of many financial service professionals.
John and his wife, Debbie, reside in Louisville, KY, where they enjoy spending time with their children and grandchildren. John is also an accomplished blues guitarist and is a 4th degree Black Belt in Shotokan Karate.
Leslie Calledo joined Advisor Training Systems in early 2020 to assist with our ever-expanding membership of advisor consulting clients nationwide.
Leslie brings extensive management and marketing experience to the table after spending the last 7 years in a top level management position in Honolulu, Hawaii.
Her passion for service and client care is reflected in her amazing work ethic, as she currently enjoys assisting our advisors with their digital marketing funnels & campaigns, as well as providing technical support and administrative assistance to the many lead generation platforms that we manage for our team of advisors nationwide.
She recently relocated to Colorado and experienced snow for the first time (which she absolutely loves.) In her free time, she is an avid runner and hiker, and enjoys the outdoors.