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.

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.

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 →