Trained Advisor Information

Trained Advisor is a LinkedIn client acquisition company for life insurance agents, annuity specialists, and retirement planners. We install a done-for-you system that replaces cold calling and paid ads with compliance-safe LinkedIn outreach, automated nurture sequences, and booked appointments on your calendar. Our platform combines: - Done-for-you LinkedIn lead generation (Sales Navigator targeting, messaging, and appointment setting) - Done-with-you coaching on LinkedIn positioning and pipeline management - The Advisor Nexus CRM - prebuilt with funnels, automations, and pipeline tracking designed specifically for insurance and retirement-focused advisors. We serve producers who want to escape the referral rollercoaster and build a pipeline that runs whether or not the phone rings this week. Based in Gilbert, Arizona. Serving financial professionals nationwide since 2019. Subscribe to the Advisor Insight Newsletter for weekly LinkedIn marketing tactics: https://trainedadvisor.com/advisor-insight-newsletter