Our Mission

Helping Financial Advisors and Life Insurance Agents Thrive in Client Acquisition

who we are

Why Our Mission Matters

Client acquisition is the lifeblood of your business. We recognize that in today’s dynamic and rapidly evolving financial services industry, the key to sustainable growth lies in your capacity to connect with and serve the right clients. Our mission stems from the belief that by partnering with you, we can elevate your client acquisition systems to new heights.

Trained Advisor was built by life insurance and financial professionals, for life insurance and financial professionals, with the single goal of helping professionals focus on doing what they do best: serving others.”

Tyson Bailey

Tyson Bailey

Founder & CEO of Trained Advisor

Tyson Speaking 1
Attract, Nurture, & Convert
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Join Us in Achieving Your Mission

Are you ready to take your client acquisition efforts to the next level? Join us on this mission to attract, nurture, and convert business owners, successful professionals, and high net worth individuals. Together, we can build a client acquisition system that not only places you on page 1 of Google but also at the forefront of your industry.

Leads in Finance & Insurance