Expert Marketing & Consulting for Financial Advisors

Partnering with Producers to Create Client Acquisition Systems that Attract Nurture Convert Business Owners, Successful Professionals & High Net Worth Individuals.

We get you qualified prospects using a unique combination of organic digital outreach and action-driven nurturing systems, you solve their problems the way
you see fit!

Scroll Down
Leads in Finance & Insurance

Expert Marketing & Consulting for Financial Advisors

Partnering with Producers to Create Client Acquisition Systems that Attract Nurture Convert Business Owners, Successful Professionals & High Net Worth Individuals.

Leads in Finance & Insurance
who we are

About Trained Advisor

Our mission is to help forward thinking, advanced life insurance and financial professionals Attract, Nurture, and Convert as much business as possible with those that have the need for their services, particularly in the business owner, high net worth, and advanced markets.

“At Trained Advisor, we scale your life insurance / financial business using digital marketing systems that get business owners, high income earning professionals, and high net worth prospects to book themselves directly on your calendar”

Tyson Bailey

Tyson Bailey

Founder & CEO of Trained Advisor

2.5
Attract, Nurture, & Convert
Results

Client Success Stories

Discover how Trained Advisor transformed financial professionals’ careers with our proven strategies, helping them thrive in a competitive market. Read their stories of success.

Services

Unlock Your Success with Our Tailored Services

Efficient strategies to attract and retain valuable clients.

Marketing simplified with our hands-on support.

Optimize conversions for sustained business growth.

Automate marketing tasks, save time, and improve results.

Stay compliant effortlessly with our expert guidance.

Explore Our Proven Solutions Now
Programs

Explore Our Programs

Unlock your full potential with our tailored programs designed to propel your business to new heights.

01

Join our thrilling Linked Life Agent Challenge and master the art of generating top-notch LinkedIn leads in just 7 days.

02

If you want high-value clients booking appointments with you effortlessly, this is for you.

03

We offer top-notch Tax & IUL programs, complete with tools, training, and valuable resources that bridge the gap from introductions to closed deals.

FAQs

Frequently Asked Questions

Client Acquisition in financial services refers to the process of attracting and acquiring new clients or customers. It involves various strategies to identify, target, and convert individuals or businesses into clients for financial products or services.

With DFY Marketing, Trained Advisor handles the entire marketing process for you. This includes strategizing, LinkedIn Lead Generation, Search Engine Marketing, and Sales Funnel Creation. It simplifies marketing by letting you focus on your core business while we ensure your marketing efforts are effective and tailored to your goals.

Conversion Rate Optimization (CRO) involves improving the percentage of website visitors who take desired actions, such as signing up for a newsletter or requesting a consultation. For financial professionals, it’s vital because it maximizes the efficiency of your website and marketing efforts, increasing the number of potential clients who become actual clients.

Marketing Automation simplifies repetitive marketing tasks like email campaigns, lead nurturing, and follow-ups. It ensures timely and personalized communication with clients and prospects, saving time and increasing the likelihood of conversion.

Regulatory Compliance is crucial to avoid legal issues and maintain trust with clients. Financial professionals must adhere to industry regulations to protect client interests and maintain a reputable image. Trained Advisor provides guidance and solutions to help you stay compliant effortlessly.

Reach out

Get in Touch with Us

We’re here to answer your questions and explore how we can help you succeed. Contact us today for personalized solutions.

Leads in Finance & Insurance