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!
Helping Life Insurance & Annuity-Focused Retirement Planners
ATTRACT | NURTURE | CONVERT
ATTRACT
NURTURE
CONVERT
High-Value Clients Leveraging LinkedIn
We do the heavy lifting to find your ideal clients,
get you top-of-mind, & keep you top-of-mind until conversion...
so you can get back to doing what you do best!
We’ve designed Trained Advisor to get you in front of more people. We help you get unstuck and create lead channels so your business can start growing predictably.
We provide weekly coaching, campaign adjustments, and real-time optimizations to make sure your LinkedIn lead generation runs smoothly and continues to grow.
About Trained Advisor
Trained Advisor helps independent insurance agents, retirement planning experts, and financial advisors turn LinkedIn conversations into high-value clients – without cold calls, expensive ads, or complicated tech setups.
Our marketing campaigns have helped advisors generate $20k, $50k, and even $150k+ commissions while building a predictable, scalable business.
Turn Your LinkedIn Conversations Into Clients!
“At Trained Advisor, we help you scale your insurance agency by turning LinkedIn connections into clients using proven marketing strategies that attract business owners, high net-worth individuals, and successful professionals.”
Tyson Bailey
Founder & CEO of Trained Advisor
Get in Touch with Us
We’re here to answer your questions and explore how we can help you succeed. Contact us today to explore solutions.