What I Do
I build the automation and AI systems that put life insurance and annuity advisors in front of qualified prospects without adding hours to their week.
In 2020 I was bartending in Chicago. The bar sold, the staff was let go, and I decided not to go find another bar. I learned to run ads instead. Three months later I’d grown an ad agency to a six-figure run rate.
Over the next thirteen months I ran tens of thousands of prospecting conversations. Commercial real estate, product launches, coaching. I tracked almost all of them, which almost nobody does. I brought that to Trained Advisor in 2022 and it’s still the thing I’m known for.
What I Build
Outreach Sequencing
Campaigns that start conversations at volume, with tracking on every opener so you know which one earned the reply.
CRM Infrastructure
Pipelines, routing and follow-up, set up so a booked call doesn’t get lost somewhere between the reply and the calendar.
Applied AI
Tools that take over work a person used to do by hand. I hold them to the same standard as the person who used to do it.
Coaching And Consulting
Plenty of this work isn’t software.
I also coach and consult directly. Same subject matter as the systems: how you open conversations, how you follow up, what your numbers are telling you. The difference is I’m working through it with you rather than handing you something to run.
The build is usually the easy part. Knowing what to do with it every day, and how to tell whether it’s working, is where people get stuck.
The Company
Trained Advisor
Done-for-you client acquisition for life insurance and annuity advisors. We run the LinkedIn outreach, the follow-up and the booking. The advisor shows up to the appointment.
Visit Trained Advisor