Client Results
These Advisors Booked A Call.
Here Is What Happened Next.
What Advisors Reported
Each figure comes from a call, text or voicemail we still have.
$253,070Target premium on one caseJon B., his largest ever
~$3MIn assets from one new clientTim T., inside 24 hours of launch
$1.2M+In production for one advisorKara, who started with ~300 connections
$28,456Commission on one caseFrancisco S., a $2M life policy conversion
“I love the platform I have with Trained Advisor on the Advisor Nexus. Having all that in there is good.”
“I've been doing market research and interviewing other companies and getting pricing and offer information and all that stuff. But so far, I haven't heard anybody that I like, except you guys.”
“I don't think I would have been educated to say all the things I'm saying to you had I not done this with you back in September of 23 and then figured out who Trained Advisor was.”
“I think after doing the follow-up and everything consistently, my calendar looks much better. Otherwise, it used to look very empty. So my March calendar looks good.”
“I think this one is doing better than what I was doing before this with my own connection request. It was working like 17-18%”
“You know, that was when everything changed, like how to treat the LinkedIn and all the connections.”
“LinkedIn, we had 58 contacts a month ago. Now it's 250, 258, 260, something like that. So we gained 200 in the last year, or last month, excuse me.”
“Yeah, I can second that. I've gotten some very good feedback from people just doing this message. It's crazy.”
“You're changing the world.”
“I love it. But I can focus on sales instead of everything else.”
“If it wasn't for all the postings on LinkedIn, that connection would never happen.”
“I give you carte blanche. You just make me look good.”
“You guys are my marketing department”
“It makes sense to use you guys as the main CRM”
“Like, like, like, you guys are a miracle, like, this is exactly what we were looking for.”
“Yeah. Let the experts do it. I do what I do. I know that and only that.”
“I'm not going to bury my head because this is something that I have looked for for my life.”
“Two out of the 13 books I've mailed out. Two out of the 13 have booked time on the calendar.”
“No, that's exactly. Like, you captured exactly what my brain and heart were already thinking.”
“Oh, this is so cool. I don't need to really think too much about it. just need to follow the process.”
“The learning that I got for this case is worth more than, you know, multiple cases put together for me.”
“This, for me, it makes a lot of sense because I don't have to be doing workshops and all that. People kind of come to me.”
“I would rather figure out a way to make enough money where I can just pay y'all. And pay you, you know, reasonably and you just take care of this.”
“I did this several years ago with Tyson. It wasn't as streamline or up to date as you guys are now.”
“I'm just so impressed that we are getting, you know, that immediately when this campaign started, we started getting stuff, responses.”
“But I love that it's just always on, and it's out there dripping. And a bunch of books went out.”
“I trust you guys and I want to keep working with you outside of, you know, the POZ and that kind of stuff.”
“Oh, and this email just came through. This guy is expecting to talk to me in 45 minutes.”
“And then we got a new appointment today. So we've got two appointments this afternoon.”
“We're up in a percentage from 20% to 50% response.”
“This gets to exactly what I want is to get people to meet with me.”
“I was all set to go work with somebody else, and then I saw you guys”
“One thing that is nice is that you are, you know, constantly improving things.”
“I'm very impressed and I've been telling people about you guys.”
“And to me, you're the wagon master on all of this, you and Tyson.”
“I'm definitely happy. Things are going. I mean, I'm getting appointments.”
“We've got getting about one to two book requests a day.”
“I had like three appointments this week, which is great, you know, from the book.”
“I keep spending more and more time in Advisor Nexus because there's like so much here, it's crazy.”
“But this is probably going to be, I won't say probably, this is going to be the CRM I use 99% of the time.”
“It was nice because I did have two successful Zoom meetings as well that they scheduled themselves, linked to my calendar.”
“I can't believe what you guys have been cooking up the last year and a half. Yeah, it's incredible. That's all I can say.”
“I'm amazed. You know, the way you guys approach everything, it's amazing. And, you know, I'm anxious to get going on it, that's for sure.”
“Joe set out a plan, process for me, and I followed it. And I don't need to add anything else that I know of.”
“That's why what you guys are doing on the way you set LinkedIn up for getting people to under the tax free income retirement all that. It's a great thing.”
“I'm excited to start it. You know, it's given me everything I was looking for in other people and companies.”
“There's only 33 people when we first launched this. Oh, wow now you got 1500 I love it.”
“And you guys have been smashing it as far as those numbers.”
“Made 30 calls and I got three appointments. Oh my God.”
“I've been getting much more activity.”
“That's, that's the stuff that I can't do right now that you're doing for me.”
“It seemed like it was a 50 50. They would order, but they'd also book an appointment with me.”
“I sure appreciate your help because I'll tell you, I would have never been able to do this.”
“You are so far ahead”
“All of a sudden we're getting a bunch of book orders, we're getting a bunch of new contacts.”
“Every time I talk to you, I come away from here so excited.”
“Trained Advisors definitely works.”
“What I like about this whole system, it's not just leads, right? It's a full integration, but it's also coaching calls with Tyson. Oh, yeah. He really knows his stuff.”
“I've got one guy that wants a book, and he's already set an appointment for a call, and I haven't even spoken to him.”
“It was actually like the automated messages and stuff like I'm glad that someone else is doing that for me now.”
“I'm finding that it's a lot easier to provide, to email and text and all that through Advisor Nexus than Wealthbox and the other things.”
“Yesterday, one came in with the book and I have another one today, my second appointment with that book”
“I booked two appointments today out of one, two, four, five, six, out of six calls that I was able to get to before I dropped my kids off.”
“Okay. You're creating a system for me that I'm just, I can't put into words because I'm just thinking so fast I can't speak it.”
“I think what I need from you is for you to just keep doing what it is you're doing, you know? Because your work product is just amazing.”
“But so I would certainly still recommend you guys.”
“I tell you, I cannot believe the people that I am getting through LinkedIn.”
“I love, love Advisor Nexus.”
“But I mean, the real traffic that he has is the traffic that you built us on.”
“Believe me, we are going to move everything over to Nexus.”
“I just let them know who I've used and how awesome Tyson has been to me.”
“It makes life so simple for me.”
“You've just blown my mind today.”
“I'm getting traction. I'm liking what I'm seeing”
“It probably gave me an extra hour and a half of work time”
“The no-show drip is helping. I noticed a couple people like reschedule from that.”
“I'm telling you, you probably just saved me days building a webinar.”
“Joe, you suggested, so I should, you know, post more comments on other people's posts. I think that worked beautifully. So that invitation actually came.”
“But to me, having it out of the box, like you guys already know the space. Man, I'll part, I will partner up with anybody that can accelerate my business without me having to build it from scratch.”
“Now I've got the experts, I don't have to change nothing, reinvent nothing, just tweet what you got me to tweet based on your expertise to make it work, and I can roll with that.”
“That's probably the best I've read as far as somebody like regurgitating my story or how I feel and all that stuff.”
“They just kind of use a template and they plug me into it, where you're like, no, you know me, you know, like, my business, you know my family”
“So I really just started my campaign about a week ago, I want to say last Monday with dripify. So that is underway. And as I speak right now, I have two book orders.”
“I get so much value and I cannot believe I'm saying this, but it's like, if I need to, I'll pay for it.”
“I get results. I got appointments.”
“So in two months, you've generated 500 contacts on there.”
“I'm noticing that you're hitting the right people.”
“Some of these people. I would have never approached on my own.”
“Obviously, I think things are going a lot better with you guys now.”
“I don't know, it's just amazing the way you guys do it.”
“You guys been great. You take so much time, you know, those meetings twice a week.”
“The post that got me a client that is really looking for something.”
“It is a powerful tool, and if you're not using it, you should.”
“I got my money's worth today.”
“I'd be more than happy to talk to anybody that, you know, who's interested in the program.”
“The guy that I'm working right now is definitely, I, I wouldn't have reached out to him without, without you guys.”
“I think it is. And you're doing a lot of the legwork and then the automation. A lot of people are still very behind on automation. That's for sure.”
“Maybe in the few appointments I've had this week, I've brought up the book, and everyone's like, oh, I know I saw that. People are starting to say that, so that's pretty cool.”
“I shared that $15,000 package with you because I wanted you guys to see what I paid for in the past and why I'm moving to you”
“I'm telling you man, it took me two years, two years of looking at this stuff and trying to understand psychology and all this stuff to appreciate what you've done and I really do.”
“People were like, oh my gosh, I don't, I have no idea how you're doing this. Like, this is impressive.”
“So it was like a $5 budget a day, which is nothing. We got three leads with the good phone numbers and everything. I'm like, oh, there you go.”
“I've been using, getting about two book orders a day.”
“That's what I'm saying. Two meetings coming up from LinkedIn.”
“See, man, I'm now in the creating conversations out of thin air category.”
“Actually, I've got two book order appointments tomorrow.”
“I think the ROI is more with you guys than with juice box. At least for me.”
“Who actually found me through the LinkedIn program, and he's my agent.”
“Man, I wish we had this conversation a year ago. Seriously.”
“Listen, I trust whatever you tell me. I know you won't say something isn't accurate.”
“You challenge me and it always turns out good”
“I mean, no, I mean, you guys, I totally trust what you guys are thinking and doing.”
“Four interactions with people who booked an appointment from y'all from the campaign.”
The Proof, Advisor By Advisor
Case studies, client videos, voicemails, screenshots and closed business from advisors who ran the play. Filter it any way you like.
Client Acquisition
He Landed A Three-Million-Dollar Client Inside 24 Hours Of Launch.
The ProblemTim had spent 120+ days in another program building funnels and grinding for conversations, with very little to show for it.
How We HelpedWe launched his offer and his outreach. Inside a day the conversations were already outpacing his entire prior year.
Where They Are NowThe client he landed brought $1M in brokerage, $1.5M in qualified accounts and $500K in annuities, roughly $3,000,000 in assets from one relationship.
“It’s been about 24 hours since we launched and I’ve had more conversations than in the whole 120+ day program I was in.”
Tim T., Certified Financial Coach · recorded call
$1MIn brokerage accounts
$1.5MIn qualified accounts
$500KIn annuities
“Just submitted a $278K annuity from the campaign.”$78–98K
Plus $723K AUM, worked around 25 seminar appointments
Chris P.23
Retirement appointments booked off a single email
One campaign, 71 leadsLargest Deal Of His Career
A $253,070 Target Premium, Reported On A Christmas Eve Voicemail.
The ProblemJon was already a strong closer with no predictable way to get in front of enough of the right people.
How We HelpedWe turned on his campaign and kept the qualified conversations coming, week after week.
Where They Are NowHe put $248,000 into an asset-based long-term-care policy with another $4M still on the table. Then, on Christmas Eve, he called about the biggest one.
“Tyson, merry Christmas. Yes, it closed… it’s actually the largest deal I’ve worked on in the financial service business.”
Jon B. · voicemail, Christmas Eve
Hear It Yourself
$253,070Target premium, his largest ever
$248,000Into an asset-based LTC policy
$4MStill on the table with that client
“I've never had anybody else ever be able to put appointments on my calendar, ever.”
“Dude, I’ve got like a ton of CEOs and VPs — and not in small companies either.”
“Closing a deal that should be close to 40K in target.”A Program Record
Nineteen Hand-Raised Prospects In His First Two Weeks.
The ProblemA 30-year veteran, Maartin was still filling his pipeline the slow way, chasing cold contacts one dial at a time.
How We HelpedWe launched his first campaign: done-for-him targeting and a book offer engineered to make the right prospects raise their hand.
Where They Are NowNineteen people manually requested his book inside two weeks. Each one chose to ask. Getting that volume the old way would have meant hundreds of cold calls.
“You just gave me 19 people to call. So technically speaking, in order for me to get this, I would have made 250, 300 calls.”
Maartin R. · recorded call
19Book requests, first two weeks
250–300Cold calls that would have taken
0Of them made by him
First business: a $15K/yr IUL.“You guys have done everything you said you're going to do, and I'm having results”
“I keep telling my buddy Danny to work with you guys”
Two dentists, $500K a year to invest.The First Marketing That Paid
$90,000 To $100,000 In Commission, In Two Months.
The ProblemA CRPC veteran, Mike had tried marketing before and never made a dime back on any of it.
How We HelpedWe put the system in front of him and coached him through working it, patiently, with the real follow-up the business takes.
Where They Are NowIn two months he generated $90,000 to $100,000 in commission, including a $45K case that closed with more right behind it.
“This is the first marketing I have done and actually made money. It’s nice!”
Mike S., CRPC · text message
$90–100KCommission in two months
1stMarketing that ever paid him back
$45KOne of several cases closed
“Before you guys, I didn't really have any volume other than referrals.”
“I'm like, I'm a Trained Advisor ninja at this point.”
Three Weeks In
He Submitted An $8,000 Application From His Honeymoon.
The ProblemMike was brand new to the business, and on a beach. Not exactly prime prospecting time.
How We HelpedThe system kept generating leads and booking meetings while he was away, with nothing required from him.
Where They Are NowHe submitted his first application, an $8,000 commission, within three weeks of going live, with more meetings already stacked behind it.
“I just submitted an application with an $8,000 commission from the first campaign that went out!”
Mike M. · text message
$8,000First commission
3 wksAfter going live
0Done from his desk
“Someone already scheduled lol — this is awesome!”“I'm amazed I have four calls today.”
“So it's averaging two appointments a week.”
A neurosurgeon asks for tax-planning help.From ~300 Connections
$200K, Then $750K, Then Past $1.2 Million.
The ProblemKara started with roughly 300 LinkedIn connections, no audience, no list and no marketing team.
How We HelpedThe system grew and nurtured her audience and fed her qualified, high-net-worth conversations, month after month.
Where They Are NowHer production went $200K to $750K to $1.2M+ and kept climbing. One month alone generated $108K, and she landed a $5M+ annuity client.
“I just realized we generated $108K in the month of January! And it’s actually more than that.”
Kara · text message
$1.2M+In production, and climbing
$108KIn a single month
$5M+Annuity client landed
A retiring prospect: “$400K to work with.”“So I'm getting great, great people. So anyway, good job on that. Love love it.”
“I feel like everything you do is of such quality and is so focused”
A Client He Could Not Reach
A $2,000,000 Conversion He Had Chased For Years.
The ProblemFrancisco had a client he had been chasing forever and simply could not get on the phone.
How We HelpedThe system re-opened the door and gave him the structure to finally bring the conversation home.
Where They Are NowHe closed a $2,000,000 life policy conversion for a $28,456 commission, with another $29,500 case right behind it.
“I just closed a current client I could not get a hold of until now — a $2,000,000 life policy conversion, commission of $28,456. Thanks!”
Francisco S. · email
$2MLife policy conversion
$28,456Commission on the case
+$29,500The very next one behind it
A teacher-retirement question, straight to the inbox.“I know you guys, right? And what you say you're going to do, you do it.”
After 3.5 Years Of Looking
His First Close Came In Weeks, Not Years.
The ProblemJuan had spent three and a half years part-time in the industry searching for something that actually worked.
How We HelpedWe gave him the program, the structure, and a time audit to keep him focused on the few things that move.
Where They Are NowFirst closed case within weeks at roughly $4,500 in commission, with an IUL and a ~$750,000 annuity behind it and $50,000 to $60,000 of commission in sight.
“I know this is what I’ve been searching for, for the past 3.5 years that I’ve been in this industry.”
Juan B. · email
$4,500First commission
$50–60KIn the pipeline behind it
3.5 yrsSearching, then it clicked
No outbound at all. The optimised profile did it: $25,000 plus $1M+ AUM.First Sale Funding That Week; Covers The Program Cost
“The good news is we just had our first sale and she will be funding it this week. So it's paid for what we're doing.”
31,000 Connections, Zero Clients
Then About $30,000 In New Business In Under 60 Days.
The ProblemSteven had 31,000+ LinkedIn connections and nothing to show for them: posting, messaging, doing all the things, and getting indifference.
How We HelpedWe flipped him to a value-first approach that sparked trust and real conversations instead of resistance.
Where They Are NowAbout $30,000 in new business in under 60 days. He now introduces us as the marketer who took him from zero.
“Joe was able to help me go from ZERO to $30K+ in under 60 days — for very little cost and effort.”
Dr. Steven C. · email
31,000+Connections, 0 clients before
$30K+In under 60 days
<60Days to first real business
Two Annuities And A $20,000 Case From The LinkedIn Book Campaign
“I ended up writing them two new annuities. That case alone was $20,000. That was 20 of the 30 I've made with this.”
Last Two Cases Came From TA
“The goal is really very simple. I'm like, the last two cases of going from you guys, how can I double that result, get it faster? Whatever it takes to get that consistently.”
Ninety Years Old
He Could Not Copy A Link. He Did $150,000 In Nine Months.
The ProblemBob is 90, had never used LinkedIn, and did not know how to copy and paste a link.
How We HelpedThe system did all the digital work. Bob only stepped in where it mattered, on the part only he could do.
Where They Are NowA $25,000/yr 10-pay IUL and $150,000 in revenue in his first nine months. Proof this takes your expertise, not your tech skills.
90Years old
$150KRevenue in nine months
$25K/yr10-pay IUL
“We've been getting a lot of appointments from them. And, you know, you'll get some that are like, oh, no, I just want the book, or I'll call and schedule an appointment. But for the most part, I think at least, you know, 80% of them are saying, yeah, I want to schedule an appointment.”
“Everybody gives you all this hype and they promise you the moon and deliver nothing. But you guys have basically under-promised and over-delivered.”
“I would have quit 100%. But now that I've met you all, now that I know that there's a different path forward, I would just encourage everyone out there that kind of resonates with that message to truly take the chance with [Trained Advisor].”
“This client called me 2 hours after I did my launch call! I was caught off guard and blown away. Your systems and process work lightning fast.”
“I landed this appointment with this guy who serves on three public boards. Like, the perfect, ideal, home run client… One case would be worth it all.”
“My ROI is phenomenal because they don't just do a campaign for me. They support every aspect of my business. It's not linear.”
“Wrote my first piece of business yesterday from the program — an IUL for $15,000 a year. So yes, I am excited. The program works.”
“They have done everything they've said they're going to do. And in the past, I've experienced it where I've paid big bucks and that didn't happen.”
“People who never responded to anything I sent them are responding because of the approach and the book. You have done what you promised.”
“That's why I constantly am bringing people in front of Tyson and Joe. Why? Because they've done what they've always said to me. They've been honest with me.”
“It seems to be kind of building its own momentum now. It’s the best thing we’ve done to actually generate some real results.”
“It's the relationship you and I have, the relationship you and I have. It's just the three of us. You never gave up on me, you never judge me, you never did any of the things with the other people like, you don't want to buy? Well, I'm cutting you off.”
“His deliverables were very professional and impressive. Already I’ve had 4 people respond and one person book an appointment.”
“So thank you, Joe, for all of the walkthrough, knowledge, everything, because this would not have been possible two months ago, six months ago.”
“No one’s even had that response. I’m comparing this to me knocking on the door doing Final Expense, and this is a breeze.”
“And all three of them want to talk to me about life insurance. I could tell you on one hand after an agricultural accident how many calls like that I've had in the last, let's say, five years.”
“I like the book thing — it’s really cool. You’re giving them something for free, whether they become a client or not. It’s goodwill.”
“I've been paying $1,000 a month for HubSpot. And Advisor Nexus can do everything that I'm getting from HubSpot, except for much more.”
“If you’re looking to use LinkedIn and social media to increase business relationships, I highly recommend Tyson! Great energy and real wisdom.”
“It's been such a relief to know that you guys know what you're doing and you can do the marketing.”
“You've been great helping me, Tyson, too, and it's just, I wish I would have found this 40 years ago, but then you guys weren't in business 40 years ago, so.”
“I like Trained Advisor because I don't have to make as many calls and I can get more results.”
“From my perspective, at least we got one appointment on Monday, and I got another one booked next week. I mean, that's two more than we had in the year that we've had Snappy Kraken as part of the year.”
“Listen, Joe, I would never automate anything if you didn't automate it for me. You automate mine and Tom's life.”
“Joe is freaking amazing you dumb it down you help you're relatable and you listen and you just make things work”
“I would much rather have Advisor Nexus because of all the stuff that you got and what you can do. And C3 is going to be years. I'll be dead by the time they get to your level.”
“And I was like, dude, like if we started doing this, how much do I owe you? Like you should get paid because these companies are charging like 3000 bucks a month to do this plus ad spend.”
“So what makes Tyson unique in this marketing space is that I can, say, do a campaign on CRTs, for example, and not only does it look beautiful and it's all the lead magnets and all the funnels and all the things are there. It's technically correct.”
“I have 200 people that requested the book, got the book, you know, we're doing from follow-ups and stuff.”
“It's amazing. Well, I love the system. It's much user-friendly for us. HubSpot's got a ton of really great tools, but we're not using them.”
“I've got probably 45 or 50 books out there. I had two appointments set this week as a result of the books.”
“I had my first phone call, Zoom call, with a client last night that was actually anxious to meet with me. And then I had a second one that had made an appointment before I ever gave him the book.”
“I've had three or four people set appointments. I've had one call last night. I've got two more next week. So that, you know, that's all working fine.”
“When I saw you guys and what you're doing and how you're doing it, I just knew right from the very outset you were different than anything that I'd ever seen before.”
“That's the one call that I'm keeping up with. It's like I cleared the schedule. like I had clients texting me while we were on the call. I'm like, I'm on the call. I'll text you or call you when I finish. That's how important these are.”
“This is gold. A lot of people don't understand how this is gold, because I've been struggling with this”
“I don't really need to worry about what you're doing on your end. I just need to worry when I see the ordered book.”
“When Tyson first started talking about your platform, it was impressive. And when I met you and all your help, you're impressive. So that's two out of two.”
“I've got another one I actually just booked today. It's funny, I didn't get any book orders for like a week, and all of a sudden I've got like four or five in the last day or two.”
“The goal is really very simple. I'm like, the last two cases of going from you guys, how can I double that result, get it faster? Whatever it takes to get that consistently.”
“Compared to what was spent on Trained Advisor, like, the ROI is like night and day. A little different, yeah. Yeah, it's like, you can't even compare. I don't have the specific data, but I would probably say you guys are 2,500%, and they are like maybe 10% ROI, right?”
“I mean, I tried using Salesforce and then we switched over to this and I was like, well, I don't need Salesforce when I'm doing this too.”
“Joe, you suggested, so I should, you know, post more comments on other people's posts. I think that worked beautifully. So that invitation actually came.”
“I get so much value and I cannot believe I'm saying this, but it's like, if I need to, I'll pay for it.”
“It's interesting, the people that are coming to me through what it is that you guys are doing, which I'm not touching, but I'm noticing who they are, and what their background is, and where they're from, which is interesting, and they're high-level people.”
“I genuinely appreciate that. I wish I would have started with you guys, you know, time ago and you probably could have saved me significant amount of money because I like, that's already happened to me.”
“I was posting a very specific content about, you know, for my clients, very, very specific. And then two people reached out, private messages that saw the post. And one of them, it's like this financial planner for visa holders. He was like, I have so many clients.”
“But I get a lot of response on LinkedIn. People liking it. The impressions are up. I see people sharing it. Uh, suddenly somebody will reach out. Hey, I've been meaning to get with you. And I know they're seeing the post.”
The System Is The Constant. The Advisor Is The Variable.
Every advisor on this page ran the same play. If you want to see what it would look like on your book, the next step is a conversation. Want every review? See them all on trainedadvisorreviews.com.