Free Live Workshop
One hour, every Wednesday at noon Central. Tyson Bailey walks through the lead generation, traffic and follow-up that actually work for life insurance and annuity advisors. Free to attend.
Hosted by Tyson BaileyFounder & CEO, Trained Advisor
Live Every Wednesday
Next Session
Wednesday
12:00 PM Central · Online
Your join link is on its way from Zoom, with the calendar invite attached. You're booked for Wednesday at 12:00 PM Central.
No cost, no card. Your join link arrives by email straight away.
Trained Advisor runs a free live workshop for life insurance and annuity advisors every Wednesday at 12:00 PM Central, online. It covers client acquisition — lead generation, LinkedIn, paid and organic traffic, and follow-up. Anyone in the industry can attend and you do not have to be a client.
Register above for the next session. If you cannot make it live, register anyway and the recording comes to you. Twenty-five past trainings are already free to watch in the training library.
What Gets Covered
The topic changes week to week, but it always lands in one of these three. They are the three places an advisor's pipeline usually breaks.
The organic side, in detail: what the profile has to say before anyone replies, what to post, and how the outreach is sequenced. This is the part most advisors skip straight past on their way to buying leads.
Which parts of this are worth spending money on, which parts are not, and how paid and organic are supposed to feed each other instead of competing for the same budget.
Follow-up, sequencing, and the automation underneath both. The point is a pipeline that keeps moving during the weeks you are heads-down serving the clients you already have.
Your Host
Tyson built Trained Advisor on a simple observation: advisors are exceptional at managing money, and almost none of them were ever taught how to market themselves. After years working between advanced planning and digital marketing — Penn Mutual, then Camas Consulting — he built the Attract‑Nurture‑Convert system that Trained Advisor runs for its clients today.
He is a featured presenter at Stonewood Financial's Innovate Summit, and he writes the emails, scripts and campaigns behind every Trained Advisor client. Wednesday is where he shows the work.
Missed One?
Two ways to catch up — one for the Wednesday sessions, one for the back catalogue.
Registering is how you get the recording. Sign up for the next session and the replay comes to you afterwards, whether or not you were able to make it live.
Twenty-five recorded trainings, already online, no form in front of them. LinkedIn profiles, funnels, lead generation, appointment setting and advanced planning.
Straight Answers
Every Wednesday at 12:00 PM Central, online. The countdown at the top of this page always shows the next session, and the date is converted for you.
Nothing. It is free to attend and there is no card required to register — just a name and an email so we know where to send the join link.
Life insurance agents, annuity-focused retirement planners, and financial advisors who want their own source of new client conversations instead of depending on referrals. You do not need to be a Trained Advisor client to attend.
Register anyway. The recording goes out to everyone who registered, so signing up is how you get the replay whether or not you make it on the day.
There are 25 recorded trainings sitting in the free training library — no form, no email, just press play. They cover LinkedIn profiles, funnels, lead generation, appointment setting, and advanced planning topics.
It is a working session on advisor marketing, run by the person who built the system Trained Advisor uses with its clients. If you want to talk about working together afterwards you can book a call, but nothing on the workshop requires it.
One hour, free, and you keep the recording. Put your name down for the next session.
Save My Seat →