No more buying leads. No more cold calling. No more begging for referrals.
Stop buying leads. No more cold calling. No more begging for referrals.
Don't Know Their Audience
Still Relying On Referrals
Still Buying Leads
Stuck, Scared, Stalled
No Digital Presence
No New Leads
No New Conversations
Dead Pipeline
Disorganized
Negative Mindset
Intimate Understanding of Audience
Automated Referrals
Attracting Quality Leads Online
Confident, Focused, Consistent
Wide Digital Presence
New Conversations Daily
Converting Leads Into Sales
Active Pipeline
Organized
Controlled Mindset
Don't Know Their Audience
Still Relying On Referrals
Still Buying Leads
Stuck, Scared, Stalled
No Digital Presence
No New Leads
No New Conversations
Dead Pipeline
Disorganized
Negative Mindset
Intimate Understanding of Audience
Automated Referrals
Attracting Quality Leads Online
Confident, Focused, Consistent
Wide Digital Presence
New Conversations Daily
Converting Leads Into Sales
Active Pipeline
Organized
Controlled Mindset
How to find local business owners, high income earners, and high net worth prospects on LinkedIn
How to create a lead generating LinkedIn Profile that sets you up as the subject matter expert you are
How to create enticing lead magnets that attract your dream clients to you
How to implement nurturing systems that get you top of mind and KEEP you top of mind until conversion
How to Use plug-and-play funnels that transform "lookers" into "leads"
How to automate the system so you're landing clients, even while you sleep or lay on the beach
What to say to get prospects to actually connect with you
How to use "conversational selling" to get prospects to take action
Weekly live training, coaching & accountability so you're never in the dark
Access to all Future Trainings & Recordings
Templates, Scripts & More that have proven to convert connections into clients
Private Community Access
Trained Advisor's LinkedIn Lead Machine program is a self-paced 8 week program. This is the first step to growing your agency online.
By the end of the 8 week program, members will have an advanced understanding and technical skill to grow their agency online, without paid traffic or cold calling.
8 Week Online Course
Advisor Nexus Account
Private Coaching Community
Plug & Play Proven Funnels, Emails, & Automations
Weekly Group Coaching Calls
"It's been a game changer!"
"Now I have over 11,000+ connections and have people reaching out to ME weekly with real cases & business!"
This Content Has Allowed Me to Market Out-of-The-Box Concepts & Strategies!
This content has allowed me to market out-of-the-box concepts and strategies in a way that is educational to a much wider audience that I wouldn't have reached otherwise. I would recommend this for anyone that doesn't have the knowledge of content/messaging/landing pages/video creation, is struggling with the use of social media to market themselves and their business, and who doesn't have the time to dedicate to this consistently and frequently enough for it be effective and impactful."
-Nicholas Lenz
How to find local business owners, high income earners, and high net worth prospects on LinkedIn
How to create a lead generating LinkedIn Profile that sets you up as the subject matter expert you are
How to create enticing lead magnets that attract your dream clients to you
How to implement nurturing systems that get you top of mind and KEEP you top of mind until conversion
How to Use plug-and-play funnels that transform "lookers" into "leads"
How to automate the system so you're landing clients, even while you sleep or lay on the beach
What to say to get prospects to actually connect with you
How to use "conversational selling" to get prospects to take action
Weekly live training, coaching & accountability so you're never in the dark
Access to all Future Trainings & Recordings
Templates, Scripts & More that have proven to convert connections into clients
Private Community Access
Trained Advisor's LinkedIn Lead Machine program is a self-paced 8 week program. This is the first step to growing your agency online.
By the end of the 8 week program, members will have an advanced understanding and technical skill to grow their agency online, without paid traffic or cold calling.
8 Week Online Course
Advisor Nexus Account
Private Coaching Community
Plug & Play Proven Funnels, Emails, & Automations
Weekly Group Coaching Calls
"It's been a game changer!"
"Now I have over 11,000+ connections and have people reaching out to ME weekly with real cases & business!"
This Content Has Allowed Me to Market Out-of-The-Box Concepts & Strategies!
This content has allowed me to market out-of-the-box concepts and strategies in a way that is educational to a much wider audience that I wouldn't have reached otherwise. I would recommend this for anyone that doesn't have the knowledge of content/messaging/landing pages/video creation, is struggling with the use of social media to market themselves and their business, and who doesn't have the time to dedicate to this consistently and frequently enough for it be effective and impactful."
-Nicholas Lenz
I learned a lot working at Penn Mutual as a regional case designer.
I learned even more when I started running national marketing campaigns for organizations like RE/MAX, The Home Depot, PF Chang's, and Kaplan.
(It also helps that my dad is a tax planning attorney, estate planning attorney, financial planner, and IMO owner.)
But to be honest, I hated working for someone else!
I was never home with my family in time for dinner...
But I learned a few strategies that, when applied to agents and advisors properly, ...started making people millions of dollars!
It was out of this success that Trained Advisor and the LinkedIn Lead Machine program were created.
I'm honored to serve you and cannot wait to show you how our clients are winning and how you can to!
Learn How to Develop a 7 Figure
Bullet-Proof Mindset
Understanding Your Specific Audience & Creating Content They Want
Copy Our Set-It & Forget-It Proven
Funnels & Automations
Learn Our Most Profitable
Organic Traffic Secrets
Learn How to Manage & Strategize
Paid Traffic Like an Expert
Use Our Scripts, Frameworks, and Psychology Hacks to Earn New Clients
Identify Your First Hire & Build Out Standard Operating Procedures
Use Our Treasure Trove of Tools & Resources to Super Charge Your Growth
Learn Advanced Planning Strategies From a Surprise Industry Leader
Learn How to Develop a 7 Figure
Bullet-Proof Mindset
Understanding Your Specific Audience & Creating Content They Want
Copy Our Set-It & Forget-It Proven
Funnels & Automations
Learn Our Most Profitable
Organic Traffic Secrets
Learn How to Manage & Strategize
Paid Traffic Like an Expert
Use Our Scripts, Frameworks, and Psychology Hacks to Earn New Clients
Identify Your First Hire & Build Out Standard Operating Procedures
Use Our Treasure Trove of Tools & Resources to Super Charge Your Growth
Learn Advanced Planning Strategies From a Surprise Industry Leader
One of the best digital marketing experts in the United States, Joe has worked with business owners making 6, 7, and 8-figures in all aspects of digital marketing.
As a partner of Trained Advisor, Joe's main focus is Advisor Success and works with agents on a daily basis to ensure they're not just generating leads...
...but making money!
Many of Trained Advisor's agents & advisors can directly attribute their success to Joe's hands on approach and next-level marketing acumen.
Joe will be one of your instructors in the LinkedIn Lead Machine program.
One of the best digital marketing experts in the United States, Joe has worked with business owners making 6, 7, and 8-figures.
As a partner of Trained Advisor, Joe's main focus is Advisor Success and works with agents on a daily basis to ensure they're not just generating leads...
...but making money!
Many of Trained Advisor's agents & advisors can directly attribute their success to Joe's hands on approach and next-level marketing acumen.
Joe will be one of your instructors in the LinkedIn Lead Machine program.
Agents & Advisors!
Join our FREE Trained Advisor community
coaching elite marketing strategies to help agents and advisors attract, nurture, and convert new high-net-worth clients without the cold calling!
While this depends on several factors (e.g., your market, sales skills, ideal client, etc.), it's common for our Trained Advisors to get their first leads within 1-3 days and a few quick wins in the first 1-3 weeks. Of course, most of your top prospects already work with an advisor, so we have various bolt-on options to help you provide consistent value over 18+ months to each qualified prospect.
Depending on which program you are in, we send you a compliance package to forward to your compliance department. Our system is built with compliance in mind, so oftentimes the only alterations are adding additional department-specific disclaimers.
We don't hire VAs to spam people with requests to get on a sales pitch. Trained Advisor was made BY Life Insurance & Financial Professionals, so we know how to provide value that gets business owners, high net worth individuals, and your particular audience to consider Tax-Advantaged Strategies that they haven't heard about before.
IMPORTANT NOTICE: The sales statistics presented on this website pertain to individual sales outcomes and marketing achievements. It is essential to recognize that these figures are not representative of typical results, and we are not suggesting that you will replicate them. Our advantage stems from having engaged in financial marketing for over 5 years and building a massive log of data as a result. It is important to note that the average person who acquires any "how-to" program may not diligently apply the teachings, and therefore, we cannot assure any specific outcomes. These references are provided purely for illustrative purposes. Sales results will inevitably differ and will be influenced by numerous factors, such as background, experience, and work ethic. All business endeavors involve risk, as well as significant and sustained effort and action. If you are unwilling to accept these conditions, this opportunity may not be suitable for you.
Trained Advisor is not a part of the Facebook™ or Meta™ websites. This side is NOT endorsed by Facebook™ or Meta™ in anyway. Facebook™ or Meta™ are trademarks of META™, Inc
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