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
| Website | https://trainedadvisor.com/ |
| Employees | 2 (2 on RocketReach) |
| Founded | 2019 |
| Address | Maplewood Street, Gilbert, Arizona 85297, US |
| Technologies |
JavaScript
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HTML
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Twitter
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| Industry | Marketing Services |
| Keywords | Insurance Sales Training, Life Insurance Sales, Insurance Solutions, Financial Professionals, Client Acquisition, Sales Conversion, Lead Generation, Business Development, Sales Training, Insurance Marketing, Advisor Training, Financial Advisor, Wealth Management, High Net Worth, Financial Planning, Estate Planning, Retirement Planning, Investment Strategies, Risk Management |
Looking for a particular Trained Advisor employee's phone or email?
Tyson Bailey is the Founder and CEO of Trained Advisor.
2 people are employed at Trained Advisor.
Trained Advisor is based in Gilbert, Arizona.