The Trained Advisor Team
Built From The Industry,
For Advisors.
The Trained Advisor team was founded by people who've lived in the financial services trenches — not marketers who Googled "how to sell insurance." Meet the Trained Advisor team behind the system that replaces referral dependency with a predictable pipeline.
Tyson Bailey
Founder & CEO
Tyson built Trained Advisor from a simple insight: financial advisors are exceptional at managing money — but most of them were never taught how to market themselves. After years working at the intersection of advanced financial planning and digital marketing, from Penn Mutual to Camas Consulting, he saw the same pattern over and over: brilliant advisors struggling to find clients, while their less-talented competitors with better marketing ate their lunch.
So he built the system that fixes that. Trained Advisor's Attract-Nurture-Convert methodology has helped advisors generate millions in commissions — including clients worth $12M, $40M, and even one introduced by an NBA coach. His approach isn't your typical LinkedIn spam machine. It's targeted, value-driven, and built specifically for the compliance requirements of financial services.
Tyson is a Utah State University graduate, a featured presenter at Stonewood Financial's Innovate Summit, and the voice behind Trained Advisor's content — writing the emails, scripts, and strategies that advisors use to close high-net-worth clients. When he's not coaching advisors, he's probably refining the next campaign framework or figuring out how to make LinkedIn's algorithm work harder for the people who actually help families build wealth.
19,000+
LinkedIn followers
Millions
In client commissions generated
100+
Advisors coached
Joe Loebach
Partner & Head of Systems
Joe's background is in marketing systems, sales infrastructure, and high-performance coaching — working across industries from online businesses to commercial real estate before partnering with Tyson to build Trained Advisor.
His focus is the engine behind the scenes: the automations, workflows, and AI tools that power every client campaign. He designed the systems that let advisors generate leads without adding hours to their week, and he coaches them on how to get the most out of it all. If something can be made smarter, faster, or more hands-off — that's Joe's lane.
Joe leads Trained Advisor's technology and AI direction — finding smarter ways to help advisors scale their marketing without scaling their workload.
Systems
Marketing automation & AI
Coaching
Hands-on implementation
Chicago
Based
The Full Trained Advisor Team Behind the Scenes.
Every Trained Advisor client is supported by a dedicated fulfillment and operations team that manages campaigns, content, and client success daily. The Trained Advisor team handles everything so you can focus on serving clients.
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Book a strategy call to see if Trained Advisor is the right fit for your practice.