Partners

The Partners Behind Trained Advisor.

A short list of companies whose work makes ours better for advisors. Here is who they are, what the relationship is, and what it means for your practice.

OpenAI Select Partner badge

OpenAI Partner Network

An OpenAI Select Partner.

Trained Advisor has been named an OpenAI Select Partner. The OpenAI Partner Network is a global program for partners to build, sell, and deliver AI solutions with OpenAI. As part of it, we look forward to continuing our work with OpenAI to help organizations build, deploy, and scale AI solutions responsibly and effectively.

Inside Advisor Nexus, that AI already works in advisors' pipelines every day:

  • Meeting notes and follow-up tasks written into the CRM after booked calls
  • Prospect research that arrives before the first conversation
  • Client newsletters researched and drafted in the advisor's own voice
About The OpenAI Partner Network →
Stonewood Financial

Advisor Programs

Stonewood Financial Member Pricing.

Stonewood Financial builds tax and IUL sales programs for agents: client analysis software, marketing programs and sales training. Trained Advisor users get member pricing with these codes, and Tyson Bailey is a featured presenter at Stonewood's Innovate Summit.

MembershipTrained Advisor PriceCode
IUL Tools$2,500 $2,200 a yearTAIULTOOLS
Premium+$3,500 $3,200 a yearTRAINEDADVISORPP
Roth ToolsMember pricingTAROTHTOOLS
See Stonewood's Programs →

Meeting Notes

A Fathom Growth Partner.

Fathom is the AI meeting assistant Trained Advisor runs on its own client calls. As a Fathom Growth Partner we can point advisors straight to it, and it connects to Advisor Nexus directly.

Try Fathom →

Trained Advisor may earn a referral fee when you sign up through our Fathom link, at no cost to you.

Straight Answers

Partner Questions.

Is Trained Advisor An OpenAI Partner?

Yes. Trained Advisor has been named an OpenAI Select Partner within the OpenAI Partner Network, a global program for partners to build, sell, and deliver AI solutions with OpenAI.

What Does OpenAI Select Partner Mean For Advisors?

Trained Advisor keeps building AI into Advisor Nexus as part of OpenAI's partner network. For advisors, that AI shows up in their pipeline every day: call notes, prospect research and follow-up.

How Do I Get The Stonewood Financial Member Price?

Use the Trained Advisor code for the membership you want at checkout on Stonewood Financial's site: TAIULTOOLS, TRAINEDADVISORPP or TAROTHTOOLS.

See What These Partnerships Do For Your Pipeline.

Book a strategy call and we'll show you the tools and programs working together for your practice.

Book A Strategy Call →