New Release Predictable Prospecting book cover by Joe Loebach and Tyson Bailey
A Trained Advisor Playbook
Free Book · For Financial Advisors

Prospecting Stops Being a Mood You Wait On. It Becomes Math You Control.

That's the promise of Predictable Prospecting — the conversations, the follow-up, and the trackers that turn a daily routine into booked calls. Get the book free.

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155 pages, written for financial advisors. No cold calls. No bought lists. No pitching strangers. A daily routine you can run every morning.
The Shift

Referrals Built Your Practice. They Won't Fill Next Month.

The book walks through the whole method: the conversations, the follow-up, the closes, and the trackers. Here's the shape of it.

01

The Bottleneck Isn't Skill

You can do the work. What's missing is a steady flow of the right people to do it for. Naming the real bottleneck is the first move.

02

Conversations Beat Pitches

Cold calls and bought lists ask strangers to care on command. Genuine online conversations start where attention already is — and don't feel like a pitch.

03

What Gets Counted Gets Controlled

The moment you count what you send, your pipeline stops being a hope and turns into a number you can raise on purpose.

Inside the Book

Six Parts. One Working System.

155 pages, written for a busy advisor. Here are four of the chapters.

Know Your Numbers

The numbers that turn prospecting from a personality trait into a measurable process you can dial up.

Most of Your Calls Come From Follow-Up

Where booked calls actually come from, plus the follow-up swipe file you can run from tomorrow morning.

A Winning Daily Routine

What the morning actually looks like: what you send, who you follow up with, and when you stop.

Handling Objections Without Flinching

The closes, the objection responses, and the exact words for the moment a good conversation stalls.

The book gives you the whole method — the scripts, the follow-up sequences, the objection responses, and the trackers. Running it for you is what the Trained Advisor done-for-you program does.

New Release Cover of the book Predictable Prospecting by Joe Loebach and Tyson Bailey
We Wrote the Book on This

Predictable Prospecting

By Joe Loebach & Tyson Bailey · How Financial Advisors Turn Online Conversations Into a Trackable Pipeline of Booked Clients

When you can say "if I send my opener this many times, I get this many conversations, this many calls, and this many clients," prospecting stops being a mood you wait on and becomes math you control.

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Make Your Pipeline a Number You Control.

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© Trained Advisor. Written for financial advisors. Predictable Prospecting covers prospecting and business development — it is not investment, legal, or tax advice.