Social Media Branding
Felicia and her team build your LinkedIn banner, bio, tagline, story, and go-to-market position.
The Live Networker
A complete client-acquisition system for financial professionals: strategic branding, niche-specific leads, human outreach, live follow-up, and booked appointments on your calendar.
You have probably already talked with us
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
The presentation walks through the problem, the five-piece system, the guarantee, the client results, the pricing, and the decision path.
40 appointments is the guaranteed floor, not the ceiling.
Your niche, message, and positioning are built first.
The co-owner stays close to the campaign while it runs.
The five-piece system
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.
Felicia and her team build your LinkedIn banner, bio, tagline, story, and go-to-market position.
200+ niche-specific prospects are built exclusively around your ideal client and never shared.
A private lead organizer shows exactly where every prospect sits in your pipeline.
A live team books appointments on your behalf while you are out serving clients.
Phone follow-up and regular strategic calibration refine the campaign until the gaps are closed.
Why the branding matters
The prospect should feel, almost immediately, that your message was meant for someone like them. That is why TLN starts with positioning, not volume.
Four things nobody else does
Real people handle outreach, follow-up, and calls. Your prospects are too important for automation spam.
TLN nails your niche, message, and positioning before a single lead goes out.
200+ targeted leads and 40+ booked appointments. The campaign does not end until both are delivered.
Terry, the co-owner, meets with you every three weeks to calibrate the campaign and sales process.
What clients actually say
These are advisor experiences pulled from recent TLN client testimonials and presentation materials.
"The team has transformed our LinkedIn presence into a consistent source of high-quality leads and meaningful business opportunities. Their strategic approach to branding, marketing, and outreach has directly contributed to measurable revenue growth for our firm."
"We've seen a significant increase in qualified conversations, new client relationships, and closed business since engaging their LinkedIn lead generation services. Their ability to position our brand and connect us with the right audience has delivered a strong return on investment."
"Their professionalism and operational discipline have made them a valuable extension of our team. They are exceptionally organized, keep projects moving forward, and require very little oversight."
"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, GeorgiaThe scripting difference
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 only. Use your own appointment, close-rate, and revenue assumptions.
See the difference
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.
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]
MSU Alumni Market
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]
Technology Professionals
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?
Business Owners, Tech Execs & Engineers
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?
Business Leaders
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
🔒 Secure checkout — Standard Campaign
🔒 Secure checkout — Custom Scripting Campaign
Custom Scripting bonus
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
Standard or Custom Scripting.
15-20 minutes to give Felicia useful context.
90 minutes to build the market strategy.
Assets are submitted through your normal platform.
LinkedIn access is set up and the campaign goes live.
You meet Terry every three weeks while leads land.
Questions prospects ask
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.
Around six months is typical, but delivery matters more than duration. If it takes longer to hit the guaranteed numbers, TLN stays with it.
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.
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.
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?
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.