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. 

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Trained Advisor

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Trained Advisor

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