Thursday, October 1 · Live On Zoom
Stop Collecting Connections.
Start Booking Conversations.
How Financial Advisors Turn The LinkedIn Network They Already Have Into Booked Client Conversations — With AI Doing The Homework
You probably don't need more connections. You need a better way to turn the people already in your network into conversations.
Join Tyson Bailey live on Thursday, October 1 to see the system Trained Advisor uses to turn LinkedIn connections into real opportunities — and how AI can handle more of the research, preparation and follow-up while you keep the human conversation.
Hosted live by Tyson Bailey
Founder & CEO, Trained Advisor
Save Your Seat
Free. 60 minutes. The replay goes to everyone who registers.
Watch A Connection
Become A Conversation.
This is the path Tyson walks through on Thursday, one step at a time. Most advisors' networks stall at step one.
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01
Connected
RMBusiness Owner, 58Connected 2 years ago0 Messages SentAccepted your request. Never heard from you again.
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02
Hand Raised
New book requestFree copy of The Power of Zero · just nowOne message with the right offer. Name, email, phone and address, handed to you.
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03
Homework Done
Est. Age58Wealth TierHighYour Opener“What piqued your interest in the book?”AI researches the person and hands you a brief in about two minutes.
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04
Conversation Booked
✓Strategy CallThursday · 10:30 AMA five-minute call about a book turns into a real appointment.
Illustration of the live system. Sample data.
What You'll Walk Away With
The method Trained Advisor runs for advisors every day. Use it whether or not you ever work with us.
Why The People Already In Your Network Are The Fastest Place To Start.
They already accepted you. The work is getting them talking.
The Offer That Gets Connections To Raise Their Hand.
We expected something more technical to win. A free physical book did.
The First Call That Turns A Request Into An Appointment.
Five minutes, one question, and a real conversation with someone who asked to hear from you.
The Follow-Up Most Advisors Never Build.
A 14-month nurture that keeps you in front of the people who aren't ready yet.
Where AI Fits.
Research on every prospect before you call, and notes on every meeting after. AI does the homework. You have the conversation.
We're closing the session with news about Trained Advisor and AI that we're sharing with attendees first.
The Messages Advisors Send Us
“Tyson, merry Christmas. Yes, it closed… it's actually the largest deal I've worked on in the financial service business — a target premium of $253,070.”
“This is the first marketing I have done and actually made money. It's nice!”
“I just closed a current client I could not get a hold of until now — a $2,000,000 life policy conversion, commission of $28,456. Thanks!”
“Everybody gives you all this hype and they promise you the moon and deliver nothing. But you guys have basically under-promised and over-delivered.”
“This client called me 2 hours after I did my launch call! I was caught off guard and blown away. Your systems and process work lightning fast.”
More at trainedadvisor.com/testimonials
Tyson Bailey
Founder & CEO, Trained Advisor · Gilbert, ArizonaTyson spent years at the intersection of advanced financial planning and digital marketing, from Penn Mutual to Camas Consulting. He kept seeing the same thing: brilliant advisors struggling to find clients while competitors with better marketing ate their lunch.
So he built the system you'll see on Thursday. He co-wrote Predictable Prospecting, and one of the advisors he has onboarded turns 91 this November. When he isn't coaching advisors, he's home with his wife and three kids.
“Your quickest path to cash is conversations.”— Tyson Bailey
Thursday Happens Once.
- No encore is scheduled. Registrants get the replay, but the live Q&A with Tyson happens once.
- The closing news is live-only until it goes public.
- Bring one number: how many LinkedIn connections you have. Tyson will ask.
Before You Register
Who Is This For?
Independent life, annuity and retirement-planning advisors who want a steady flow of new conversations beyond referrals.
What Does It Cost?
Nothing.
Will There Be A Replay?
Yes, for registrants. The closing news is live-only until it's public.
Do I Have To Post Content On LinkedIn?
No. The system runs on outreach, follow-up and one phone call.
Is This A Pitch?
Most of the hour is the method, which you can use whether or not you work with us. At the end we'll show how Trained Advisor runs it for you. If it fits, you can book a Strategy Call.
Your Network Is Already Built.
Start Booking Conversations.
Thursday, October 1 · 12:00 PM Arizona / 2:00 PM Central / 3:00 PM Eastern · Live on Zoom
Save My Seat →Free · 60 MinutesP.S. Before Thursday, count your connections. Then come find out what they could be worth.