Next Level Selling
I actually own and operate my own 7-figure virtual practice. I have been 100% virtual since 2007! And, I’m going to share with you the virtual sales best practices I’ve learned (the hard way over) the past 20 years.
NEXT LEVEL SELLING
Run Time: 40 Minutes

Run Time: 40 Minutes

Run Time: 46 Minutes

Run Time: 37 Minutes

WHAT YOU'RE GOING TO LEARN
01
Virtual Practice
The truth behind what it takes to run a successful virtual practice… and why most advisors fail.
02
Marketing
The number 1 reason your marketing “isn’t working”, and what you need to change to fix it.
03
Online Sales
The Next Level Selling™ client acquisition strategy – a step by step framework for attracting clients online.
04
Lead Generation
The perfect Facebook ad and landing page – essential elements if you want to scale leads.
WHAT YOU'RE GOING TO LEARN
course Description:
Ever get tired of hearing… “Let us think about it”, or “You’ve given us a lot to think about, let us get back to you”, only to never hear from prospects again? For most advisors, getting in front of qualified prospects is only half the battle, closing them is the other.
If you are closing at or below the industry average 20% of the prospects you meet with, there is something missing from your sales process. If you want to learn what it takes to increase your closing ratio to 60% and above, this course is for you!



Paul Spurlock
TEACHES PSYCHOLOGY BASED SELLING
Paul D. Spurlock is one of the country’s leading experts at running a highly efficient, 100% virtual/remote financial planning practice. In 2007, Paul made the decision to transition his personal practice online and began offering his services to a national clientele. After a few early years of extreme struggle and frustration, he cracked the code for closing large cases over the phone/internet, and in 2009 broke 7 figures for the first time.
Paul’s average 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… all done completely virtual through the phone and internet. Paul’s passion is sharing his sales approach, planning strategies, and virtual financial advisory practice model with other financial professionals.

Next Level Transformations

“Sed ut perspiciatis unde omnis iste natus error voluptatem accusaium doloremque laudantium, totam rem eaque iapsa quae beatae vitae dicta sunt explicabo.”
Michael
MDS Manufacturing




“Sed ut perspiciatis unde omnis iste natus error voluptatem accusaium doloremque laudantium, totam rem eaque iapsa quae beatae vitae dicta sunt explicabo.”
Michael
MDS Manufacturing




“Sed ut perspiciatis unde omnis iste natus error voluptatem accusaium doloremque laudantium, totam rem eaque iapsa quae beatae vitae dicta sunt explicabo.”
Michael
MDS Manufacturing