For advisory firms and RIAs, a Sales & Lead Generation plugs into the new-client onboarding and annual review prep — taking on prospect research and outbound sequences so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including Apollo and ZoomInfo alongside Redtail, and inherit the SOPs your team has already documented.
Every Sales & Lead Generation we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Sales & Lead Generation for Financial Services ships the weekly prospect list (weekly) and the outbound sequence launched (weekly), plus the recurring work that defines the role: build targeted prospect lists in apollo, zoominfo, or linkedin sales navigator, and verify and enrich contact data — emails, titles, and firmographics. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.