The Live Networker — Client Stories
Real Results from
Real Professionals
Financial professionals across Northwestern Mutual, New York Life, and independent practices share what changed when TLN took over their prospecting.
5–10 meetings a week BEFORE. 15–20 meetings a week AFTER. Same advisor. Different system.
— Northwestern Mutual advisor, Iowa
Before: Before we started working together, I had 5–10 meetings per week. Now it has averaged closer to 15–20.
What Changed: This process helped me get much clearer on my niche, my audience, and my overall brand. The biggest change for me was confidence. Once I got clearer on my 'why' and who I want to help, everything else started to feel more intentional. It's not just one thing — it's the combination of clarity, branding, accountability, networking, and momentum. It absolutely changes how you approach and grow your business.
What I'd Tell Another Advisor: It's worth it if you're looking to get clearer on who you are, who you serve, and how to build a business that actually feels aligned with you instead of trying to sound like every other advisor out there.
Before working with The Live Networker, my prospecting was mostly reactive and my calendar depended a lot on referrals and chance conversations. After the program, I had a clear, structured approach to outreach that created consistency and gave me control over my schedule. If you want a system that brings discipline and accountability to your prospecting, this is well worth the investment.
Working with Terry and the team at TLN has been a great investment in my practice. The connections they've made possible are ones I doubt I ever would have made myself, and they introduced me to new market spaces I wouldn't have been in beforehand. Knowing I have a team working to add fuel to the fire of my business definitely helps me rest easier.
Before: Before I started working with The Live Networker, prospecting was a challenge and my calendar was inconsistent. Once I added TLN to my marketing, my pipeline quickly filled with qualified opportunities and my LinkedIn presence grew significantly. Even now, I continue to benefit from the visibility and connections built during that time.
What Changed: One of the biggest changes was how much stronger my client communication became. The personalized coaching helped me refine my language and approach, which significantly improved my appointment booking rate — not just for TLN-generated leads, but across my entire business.
What I'd Tell Another Advisor: The Live Networker is the best lead generation service I've used out of the several I've tried. My biggest advice: make sure you're fully prepared to capitalize on the opportunities they create. If you're ready for growth, TLN can create tremendous opportunities for your book of business.
Before: I had a lot more white space on my calendar because prospecting was a time-consuming process just to get a few appointments a week.
What Changed: I had many appointments each week and got back several hours that I could dedicate to other aspects of my practice.
What I'd Tell Another Advisor: If you don't have the time or energy to dedicate to high-volume outreach and prospecting, you need to strongly consider this approach. The volume of leads landing on your calendar create amazing business and networking opportunities that will more than pay for the service — and the time you get back to work on other things is immeasurable.
It was great working with you. The team was very responsive and worked hard to fine-tune the campaign. I came into contact with a lot of people I wouldn't have otherwise. It was a great experience.
I knew that if I didn't give it a real chance, I would have been shown the door — so I took a leap of faith. While nothing about the job is easy, I've found that I receive more appointments through The Live Networker than through my own prospecting. The quality of people I've met and the conversations I've had have been far more meaningful. Although many of these conversations have not immediately led to a close, they have helped me build connections that have ultimately led to opportunities.
TLN has streamlined my LinkedIn effort, helping me solidify my brand, which gives me market separation and keeps my business from being just another 'me too' in the financial services industry. TLN has worked with me to ensure my brand is updated, relevant, and forward-thinking. It's been a profitable pleasure working with Terry, Felicia, and the crew — here's to many more years of success!
The best lead generation service I’ve used out of the several I’ve tried.
— New York Life advisor, Maryland
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