Charting Success for Life Insurance Agents

We specialize in empowering life insurance agents with cutting-edge strategies to attract, nurture, and convert high-value clients, particularly in the realm of retirement planning. Let us guide you towards unparalleled success in the insurance industry.

Leads in Finance & Insurance
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who we are

About Trained Advisor

Our value proposition is straightforward: We connect you with potential customers by employing a distinctive blend of organic digital outreach and result-focused nurturing systems. You can then address their needs in your own way. Our marketing systems offer the following planning opportunities…”

“Starting at a young age, I developed a deep passion for the life insurance, financial and marketing industries, which is what led me to founding Trained Advisor, and structuring it to become the premier digital marketing resource for life insurance and financial professionals that you see today”

Tyson Bailey

Tyson Bailey

Founder & CEO of Trained Advisor

tyson bailey
Attract, Nurture, & Convert

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.


Unlock Your Success with Our Tailored Services

Our Client Acquisition service is designed to help financial advisors attract high-value clients effectively. With years of experience in the field, we understand the challenges advisors face in finding and securing clients. We employ data-driven strategies to pinpoint your ideal clients and develop tailored approaches for reaching them, ensuring a steady stream of qualified leads.

Our DFY Marketing service takes the burden of marketing off your shoulders. As financial advisors, you’re experts in finance, not marketing. We bridge that gap by offering turnkey marketing solutions. Say goodbye to marketing headaches and hello to a professionally managed marketing strategy that aligns with your goals.

Boosting conversion rates is at the core of what we do. We recognize the common struggle advisors face in converting website visitors into clients. Through our Conversion Rate Optimization service, we implement data-driven strategies, continuously fine-tuning them to ensure each click translates into a client, ultimately growing your business.

Financial advisors often grapple with the time-consuming task of managing marketing campaigns. Our Marketing Automation service streamlines this process. We provide the tools and expertise to automate repetitive tasks, nurture leads, and maintain consistent client communication, freeing you to focus on what you do best—advising clients.

Navigating the ever-evolving regulatory landscape can be daunting for financial professionals. Our Regulatory Compliance service is designed to keep your practice on the right side of the law. We have in-depth knowledge of industry regulations and offer solutions that ensure your operations meet compliance standards, reducing your legal risks and safeguarding your reputation.

Boost Your Success Today!

Explore Our Programs

Unlock your full potential with our tailored programs designed to propel your business to new heights.


Join our thrilling Linked Life Agent Challenge and master the art of generating top-notch LinkedIn leads in just 7 days.


If you want high-value clients booking appointments with you effortlessly, this is for you.


We offer top-notch Tax & IUL programs, complete with tools, training, and valuable resources that bridge the gap from introductions to closed deals.



Trained Advisor specializes in crafting tailored strategies to attract high-value clients, particularly in retirement planning. We provide the expertise and support you need to enhance your career and increase your sales.

Our deep industry knowledge, personalized approach, and a proven track record of success make us stand out. We don’t offer one-size-fits-all solutions; instead, we customize strategies to fit your specific goals and client base.

The timeline for results can vary based on individual circumstances. Typically, you’ll start to see improvements within a few months, with substantial growth over the following year. Our focus is on long-term success, not quick fixes.

Our services cater to agents at all career stages. Whether you’re just starting or looking to expand your business, our strategies are designed to meet you where you are and help you reach your goals.

We specialize in attracting business owners, successful professionals, and high net worth individuals, particularly those interested in retirement planning. Our strategies are crafted to help you connect with this lucrative client base and build lasting relationships.

Reach out

Get in Touch with Trained Advisor

Looking to elevate your insurance career with top-tier Internet Marketing Services? As a leading Marketing Agency for Financial Advisors, we’re dedicated to guiding life insurance agents towards success. Have questions or ready to take the next step? Contact us today!

Leads in Finance & Insurance