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 life insurance agents, financial advisors, independent agents, and annuity-focused retirement planning specialists turn LinkedIn conversations into high-value clients – without cold calls, expensive ads, or complicated tech.
We bridge the gap between traditional financial services and modern digital marketing, giving advisors the tools, automation, and strategies they need to consistently attract and convert ideal prospects. Our proven system has helped advisors generate $20k, $50k, and even $150k+ commissions while building a predictable, scalable business.
Backed by behavioral psychology, data-driven marketing, and real-world sales insights, we design campaigns that position you as the trusted authority – so prospects come to you. Our tailored approach ensures you’re not just getting leads – you’re getting qualified prospects who trust you before the first call.
Let’s turn your connections 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

Client Success
Stories
Discover how independent insurance agents, retirement planning experts, and financial advisors use Trained Advisors LinkedIn marketing and proven digital strategies to attract high-value clients, book more appointments, and grow their businesses online. Watch their success stories!
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.