The Live Networker

LinkedIn Leads for Professionals

A complete client-acquisition system for financial professionals: strategic branding, niche-specific leads, human outreach, live follow-up, and booked appointments on your calendar.

200+ targeted leads guaranteed
40+ booked appointments guaranteed
0 cold calls you ever make
7+ years in advisor compliance workflows

You have probably already talked with us

This page is here to answer the decision question.

Can The Live Networker put the right people in front of you consistently enough to change your calendar, your confidence, and your pipeline?

We built the system for advisors who are good in conversation but do not want their best hours eaten by manual prospecting. You show up to the conversations. TLN handles the work that gets those conversations scheduled.

Start here

Watch the full presentation.

The presentation walks through the problem, the five-piece system, the guarantee, the client results, the pricing, and the decision path.

  • 1See how TLN turns LinkedIn into name flow.
  • 2Compare Standard and Custom Scripting.
  • 3Decide whether this is the right fit now.
55-70 booked appointments for many completed campaigns

40 appointments is the guaranteed floor, not the ceiling.

4-5 hours of strategy before a lead goes out

Your niche, message, and positioning are built first.

1:1 strategy calls with Terry every three weeks

The co-owner stays close to the campaign while it runs.

The five-piece system

Everything except the actual conversations.

TLN is not a list, a script, or a software login. It is the operating system around your prospecting so your calendar has a reliable source of qualified conversations.

01

Social Media Branding

Felicia and her team build your LinkedIn banner, bio, tagline, story, and go-to-market position.

02

Targeted Leads

200+ niche-specific prospects are built exclusively around your ideal client and never shared.

03

The Machine

A private lead organizer shows exactly where every prospect sits in your pipeline.

04

Appointment Maximizer

A live team books appointments on your behalf while you are out serving clients.

05

Lead Qualifier

Phone follow-up and regular strategic calibration refine the campaign until the gaps are closed.

Why the branding matters

Your image does the selling before you ever say a word.

The prospect should feel, almost immediately, that your message was meant for someone like them. That is why TLN starts with positioning, not volume.

Niche-specific Messaging and visuals are built around the market you want to own.
Compliance-aware Built for Northwestern Mutual Sprinklr and New York Life Hearsay Social review paths.
Led by Felicia Gremaux BA Journalism, MBA in Strategy, former VP at JPMorgan Chase, and former Nestle worldwide brand strategist.

Four things nobody else does

The difference is not one trick. It is the whole operating model.

01

Humans, not AI

Real people handle outreach, follow-up, and calls. Your prospects are too important for automation spam.

02

Strategy first

TLN nails your niche, message, and positioning before a single lead goes out.

03

Dual guarantee

200+ targeted leads and 40+ booked appointments. The campaign does not end until both are delivered.

04

Owner access

Terry, the co-owner, meets with you every three weeks to calibrate the campaign and sales process.

What clients actually say

The outcome is a calendar you can build around.

These are advisor experiences pulled from recent TLN client testimonials and presentation materials.

"Before we started working together, I had 5-10 meetings per week. Now it has averaged closer to 15-20."

Northwestern Mutual advisor, Iowa

"After the program, I had a clear, structured approach to outreach that created consistency and gave me control over my schedule."

Northwestern Mutual advisor, Utah

"The Live Networker is the best lead generation service I've used out of the several I've tried."

New York Life advisor, Maryland

"The volume of leads landing on your calendar create amazing business and networking opportunities."

New York Life advisor, Texas

"Knowing that I have a team working to add fuel to the fire of my business definitely helps me rest easier."

Northwestern Mutual advisor, Texas

"TLN has streamlined my LinkedIn effort, helping me solidify my brand, which also gives me market separation."

Financial services client, Georgia

The scripting difference

Same leads. Better resonance. More discovery calls.

Custom Scripting exists because prospects respond differently when the message speaks directly to their world. In the presentation example, a 35% discovery-call conversion becomes 70% when the opening message is tailored to the niche.

Example campaign math
Standard
Custom
Intro calls booked
55
55
Discovery-call conversion
35%
70%
Discovery calls
19
39
Closed cases at 25%
5
10
Revenue at $3,000 average commission
$15,000
$30,000

Example only. Use your own appointment, close-rate, and revenue assumptions.

See the difference

Standard is professional. Custom feels written for them.

Same opening structure. Completely different resonance. That is why Custom Scripting can change the number of prospects who move from intro call to discovery call.

Standard opening message

Professional, but broad

Hi [First Name],

Thanks so much for connecting! I enjoy meeting professionals who are passionate about what they do.

Feel free to stay in touch as you browse my profile to get a sense of what I do and who I serve. If it resonates, I'd love to set up a quick call to explore whether we might create real value for each other.

Would love to learn a bit more about what you're focused on.

- [Client First Name]

Custom example 01

MSU Alumni Market

Alumni who want intentional planning

Hi [First Name],

Thanks for connecting! I work with fellow Michigan State University Alumni who are busy professionals and want to be more intentional about their financial planning.

I'd love to learn a bit more about what's important to you right now, and share how I've been helping fellow Spartans build stronger financial plans.

Would you be open to a quick, no-pressure conversation?

- [Client First Name]

Custom example 02

Technology Professionals

RSUs, ESPPs, retirement plans, company stock

Hi [Prospect's First Name],

I'm a financial advisor with Northwestern Mutual, helping Technology Professionals clarify their financial goals and chart an efficient path to achieve them.

A lot of the people I work with are successful professionals who have done a great job accumulating assets through RSUs, ESPPs, retirement plans, and company stock, but want a more coordinated and tax-efficient strategy moving forward.

Would you be open to a brief conversation where I can share a few of the strategies my team implements for people in similar situations?

Custom example 03

Business Owners, Tech Execs & Engineers

Tax-efficient, growth-oriented strategies

Hi [First Name], thanks for connecting!

I work with Business Owners, Tech Executives, and Engineers to build tax-efficient, growth-oriented financial strategies.

I'd love to learn more about your goals and share how I've been helping professionals in your field create more financial clarity and control.

Would you be open to a quick, no-pressure conversation?

Custom example 04

Business Leaders

Protection, growth, and confident decisions

Hi [First Name], thanks for connecting!

I work with business leaders to help them safeguard their financial future and make confident decisions around protecting and growing their wealth.

I'd love to learn more about what matters most to you right now and explore whether there's a fit.

Would you be open to a brief, no-pressure call?

Choose the campaign

Two ways to get the system working for you.

Standard

7 x $649 / month
  • 200+ targeted leads guaranteed
  • 40+ booked appointments guaranteed
  • Full branding package
  • The Machine lead organizer
  • Live phone team and follow-up
  • Strategy calls with Terry every three weeks

🔒 Secure checkout — Standard Campaign

The Buyer Blueprint

Custom Scripting bonus

The Buyer Blueprint

A niche-specific prospect psychology document built from your 90-minute branding call with Felicia. It clarifies how your ideal prospect thinks, what they fear, the language that moves them, and why they say yes.

How it works

From "yes" to campaign launch in about three weeks.

Choose your plan

Standard or Custom Scripting.

Complete the questionnaire

15-20 minutes to give Felicia useful context.

Branding call with Felicia

90 minutes to build the market strategy.

Compliance review

Assets are submitted through your normal platform.

Launch call

LinkedIn access is set up and the campaign goes live.

Appointments and calibration

You meet Terry every three weeks while leads land.

Questions prospects ask

The short version before you talk with Terry.

What exactly is guaranteed?

200+ targeted leads and a minimum of 40 booked appointments. The campaign is results-based, so it does not close simply because a calendar date arrived.

How long does a campaign usually last?

Around six months is typical, but delivery matters more than duration. If it takes longer to hit the guaranteed numbers, TLN stays with it.

What about Northwestern Mutual or New York Life compliance?

TLN has worked with advisors using Sprinklr and Hearsay Social for more than seven years and guides clients through the submission process step by step.

How is this different from other lead-gen services?

TLN combines strategy, branding, exclusive leads, human outreach, appointment booking, phone follow-up, a dual guarantee, and direct co-owner access while the campaign runs.

Is this only for veteran advisors?

No. Newer advisors can benefit because every appointment is a real rep, and the branding gives them a professional market identity much earlier than they might build alone.

Ready to make business easy?

Stop spending your best hours finding people to talk to.

Let TLN build the brand, target the niche, manage the outreach, qualify the leads, and put appointments on your calendar. Then you show up and do what you do best.