The Trained Advisor Library

LinkedIn Marketing For Financial Advisors

Stop Collecting LinkedIn Advice. Start Running The Sequence.

Eleven playbooks we run for advisors ourselves, numbered so you always know which one is next. 143 pages, one download, and a first stage you can finish this afternoon.

Instant download. Eleven guides, seven stages, one price.

11 PDFs, 143 Pages Written For Life And Annuity Advisors Built From Live Client Campaigns
2Q== Z Z 2Q== 9k= The eleven guides in the Trained Advisor Library, fanned out 9k= 9k= Z 9k= Z

The Real Problem

Your Downloads Folder Is Full. Your Calendar Is Not.

Advisors do not have an advice shortage. They have eleven PDFs from eleven people, each one correct on its own, none of them agreeing on what to do first. Eleven starting points is the same as none.

What You Have

Eleven Good Answers

Every guide you have downloaded is probably right about the thing it covers.

What Is Missing

The Order They Go In

Posting harder will not rescue a profile that loses a stranger in four seconds.

What It Costs

Effort With No Compounding

Work done out of order gets thrown away by the step that should have come first.

The Mechanism

The Order Is The Product.

The Library is those same eleven documents with the argument put back in. What to fix first, what only works after that, and what to stop doing until the step before it is finished. Seven stages, and every guide sits behind the thing it depends on.

  1. 01

    Profile

    The page every click lands on.

    2 Guides
  2. 02

    Content

    What to say once they stay.

    3 Guides
  3. 03

    Engagement

    Getting seen by the same people twice.

    1 Guide
  4. 04

    Prospecting

    Reaching out to a warm reader.

    1 Guide
  5. 05

    Offers

    What you say when they reply.

    2 Guides
  6. 06

    Objections

    Keeping the conversation alive.

    1 Guide
  7. 07

    Proof

    Making the next one easier.

    1 Guide

The Same Thing, Assembled

Eleven Parts. One Working System.

Each guide is a segment. On its own it is an arc that goes nowhere. Seated in order, behind the one it depends on, the eleven close into something that holds.

Parts In Place
00/11
Profile

What Is Inside

Eleven Guides, In The Order You Run Them.

Each one is the written form of a step we perform for paying clients. Read in sequence they are a system. Read at random they are the folder you already have.

Cover of The LinkedIn Profile Update Guide
Profile

The LinkedIn Profile Update Guide

Everything downstream lands here. Fix the page a stranger judges in four seconds.

Guide 01 Of 11
Cover of The Polished LinkedIn Growth Playbook
Profile

The Polished LinkedIn Growth Playbook

The header, the featured section and the proof placement that make them stay.

Guide 02 Of 11
Cover of The Content Creation Playbook
Content

The Content Creation Playbook

What to write once the profile can hold the attention it earns.

Guide 03 Of 11
Cover of The 30-Day LinkedIn Content Plan
Content

The 30-Day LinkedIn Content Plan

Thirty days already decided, so the daily question stops being what to post.

Guide 04 Of 11
Cover of The AI Prompt Guide
Content

The AI Prompt Guide

Turn one idea into a week of posts without flattening your own voice.

Guide 05 Of 11
Cover of The LinkedIn Engagement Flywheel
Engagement

The LinkedIn Engagement Flywheel

Where the twenty minutes go that decide whether the next post reaches anyone.

Guide 06 Of 11
Cover of The Modern Prospecting Playbook
Prospecting

The Modern Prospecting Playbook

Who to reach and in what order, now that the profile and the content carry their share.

Guide 07 Of 11
Cover of Making Offers On LinkedIn
Offers

Making Offers On LinkedIn

The move from conversation to offer, without the pivot everyone sees coming.

Guide 08 Of 11
Cover of The LinkedIn Offer Scorecard
Offers

The LinkedIn Offer Scorecard

Score the offer you already have before you write another word of copy for it.

Guide 09 Of 11
Cover of The Objection Handling Guide
Objections

The Objection Handling Guide

The four answers that come back most, and the language that survives them.

Guide 10 Of 11
Cover of 5 Questions To Ask Your Happy Clients
Proof

5 Questions To Ask Your Happy Clients

Turn a satisfied client into the asset that shortens every conversation after it.

Guide 11 Of 11
All Eleven

Take The Whole Run For $27

Bought one at a time these would be eleven decisions. Bought together they are one, and the order comes with them.

Get The Library — $27

What You Get For $27

One Price. The Whole Run.

Eleven GuidesProfile, content, engagement, prospecting, offers, objections and proof.
11 PDFs · 143 Pages
The Sequence MapWhich stage runs first, and what each one has to finish before the next earns its time.
7 Stages
The 30-Day Content PlanA month of posts already decided, so the daily question stops being what to write.
30 Days
The Offer ScorecardScore the offer you already have before you write another word of copy for it.
1 Worksheet
The Prompt LibraryThe prompts that turn one idea into a week of posts in your own voice.
Included
Everything Above143 pages for $27, which is about 19¢ a page. One download, yours to keep.
$27

Proof

What This System Produces When We Run It.

Everything in this Library is the written form of a system we run for advisors ourselves. The numbers below came from clients who pay us to run it for them, not from reading the guides. Same sequence. Different amount of help.

30–35Clients onboarded by one advisor on this system.
$230K–$250KCommission from that same run, with another $90K to $100K expected.
$60,000What one advisor expects from a single meeting in his pipeline.

Half A Million In Added Revenue

“you have added an additional half a million dollars to my revenue in the time that I’ve worked with you”
An advisor putting the return at close to 1,600%. His own summary: “you’re worth every red penny.”

Part-Time Agent To Six Figures

“he backed up what he said, he practiced what he preached”
Juan B. started in mid-December while holding a full-time job. Roughly three months later his pipeline was over six figures.

When It Starts Running Itself

“it seems to be kind of building its own momentum now”
Bill. New clients have hired him, policies are going in, and his team is hiring to keep up.

Every quote above is from a recorded client call. Watch them at trainedadvisor.com/testimonials.

The Offer

Eleven Guides. One Sequence. $27.

  • Eleven PDFs, 143 pages, numbered in running order.
  • Stage one is a twelve-page profile pass. You can finish it today.
  • Thirty days of posts already decided, so you stop staring at a blank box.
  • The four objections that come back most, with the words that survive them.
  • Written for life and annuity advisors, not for founders or coaches.
  • Yours to keep. No subscription, no upsell wall between the guides.
$27

One payment. Instant download.

Get The Library — $27

Prefer we run it for you? Book a strategy call.

Before You Buy

Questions Advisors Ask.

Stage one is a profile pass you can finish in an afternoon, and it changes what every later step is worth. The content plan covers the next thirty days. Nothing here asks you to wait on us.

It is written for life insurance and annuity advisors. The examples, the objections and the offers are the ones that come up in this market, because they came out of campaigns we run for advisors in it.

That is the done-for-you service, and it is the thing the results on this page came from. Read the Library first. If you would rather hand the whole sequence over, book a strategy call.

Eleven PDFs, 143 pages in total, numbered in the order you run them. They download the moment the payment clears and they are yours to keep on any device.

No. The engagement guide is built around a fixed block of about twenty minutes, and the content plan gives you thirty days of posts you decided once instead of every morning.

Not Buying Today

Then Take The Free One.

The Get Found Fast Guide sits outside the Library. It covers local SEO, listings and reviews, so the people already searching for an advisor find you first. Read it, and judge the eleven by how it is written.

Get The Free Guide

You Can Keep Collecting. Or You Can Start Running It.

Eleven guides, seven stages, one price, downloaded the moment you pay.

Instant download. 143 pages. Yours to keep.