OUR STORY
We get you qualified prospects using a unique combination of organic digital outreach and action-driven nurturing systems, you solve their problems the way
you see fit!
About Trained Advisor
Trained Advisor helps life insurance agents, financial advisors, independent agents, and annuity-focused retirement planning specialists turn LinkedIn conversations into high-value clients – without cold calls, expensive ads, or complicated tech.
We bridge the gap between traditional financial services and modern digital marketing, giving advisors the tools, automation, and strategies they need to consistently attract and convert ideal prospects. Our proven system has helped advisors generate $20k, $50k, and even $150k+ commissions while building a predictable, scalable business.
Backed by behavioral psychology, data-driven marketing, and real-world sales insights, we design campaigns that position you as the trusted authority – so prospects come to you. Our tailored approach ensures you’re not just getting leads – you’re getting qualified prospects who trust you before the first call.
Let’s turn your connections into clients.
Tyson Bailey
Founder & CEO of Trained Advisor
Industries We Work With
The life insurance industry is evolving, and client expectations are higher than ever. To stay ahead, you need a proven lead generation system that attracts the right prospects and turns them into loyal clients. Trained Advisor helps life insurance agents scale their business using LinkedIn automation, digital marketing, and AI-driven prospecting – all without cold calls or costly ads. Build authority, convert leads, and increase commissions with our expert-driven marketing solutions.
Modern retirees demand both financial security and digital accessibility. As a retirement specialist, expertise alone isn’t enough – you need a scalable marketing system that delivers qualified prospects eager to plan their financial future. Trained Advisor helps you generate leads, nurture relationships, and build trust online, so that you can focus on providing high-value retirement solutions while we handle the prospecting, positioning you for long-term success.
Entrepreneurs and business owners need tailored financial solutions, from succession planning and tax strategies to wealth protection and retirement planning. As a holistic financial advisor targeting business owners, your challenge isn’t just getting clients – it’s attracting the right ones. Trained Advisor helps you automate prospecting, streamline outreach, and establish authority in business financial planning. Scale your practicetoday, secure high-value clients, and grow with confidence.
High-net-worth clients and business owners need expert tax and estate planning to protect wealth, reduce taxes, and build a lasting legacy. But attracting the right clients takes more than expertise—it requires a strategic marketing system that positions you as the go-to advisor. Trained Advisor helps you generate high-quality leads, build authority, and convert LinkedIn connections into lifelong clients. Take control of your prospecting and grow your firm with proven strategies designed for financial professionals.
Affluent clients seek advisors who specialize in tax-efficient investing, legacy planning, and multi-generational wealth strategies. But standing out requires strategic positioning, a strong online presence, and a steady flow of high-net-worth leads. Trained Advisor provides wealth managers with proven digital marketing systems that attract and convert ideal clients – without relying on referrals or outdated prospecting. Secure more high-value clients with our expert-driven approach.
As an annuity specialist, you offer solutions to help clients secure their retirement. But finding the right audience – those seeking safe, tax-advantaged investments—can be a challenge. Trained Advisor helps annuity-focused advisors automate outreach, streamline lead generation, and establish authority in the industry. Our system connects you with pre-qualified prospects who are already interested, so you can focus on closing deals and scaling your business with confidence.
Trained Advisor Client Success Stories
Discover how Trained Advisor transformed financial professionals’ careers with our proven strategies, helping them thrive in a competitive market. Read their stories of success.
Talk with Trained Advisor
Navigating the intricate paths of financial advising can be challenging. Let our expertise in “Internet Marketing Service and Marketing Agency” guide you.
As specialists in financial advisor marketing, we’re uniquely positioned to elevate your brand. Connect with us today, and let’s tailor a strategy that amplifies your reach and success in the digital realm.