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Our Team

PAUL D. SPURLOCK  President & Founder

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 P. HUGHES Senior Sales Trainer

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.


 

Kimberly E. Womble  Digital Marketing Strategic Partner

Kim Womble owns & operates Digital Lead Engine, LLC, a comprehensive digital marketing, website design, and branding agency and is our preferred vendor of choice for these services.  

Advisor Training Systems, LLC & Digital Lead Engine, LLC have formed a strategic partnership in order to provide world-class digital marketing services to our member advisors at exclusive rates & pricing. 

Kim assists our member advisors in the design and implementation of custom lead generation funnels and targeted/proprietary consumer marketing campaigns, as well as the type of advisor brand development that helps them create a unique offering and competitive edge in the marketplace. 

For a more comprehensive list of her services, please visit: 

Kim is a former Marine, and in her free time enjoys 
volunteering at a local wildlife refuge.

 


 

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