Sales & lead generation support for financial services professionals

Financial advisors, RIAs, insurance brokers, and fintech teams spend too many billable hours on prospecting work that doesn't require their license or expertise. A Trusty Oak EA can own the top-of-funnel — researching prospects, managing your CRM pipeline, and coordinating outreach — so your time stays focused on discovery calls and closing. This is especially valuable for solo practitioners and small teams who don't have a dedicated sales development rep.

100+ tasks completed in this service category across our client base.

Fractional sales & lead generation support for financial services firms

How Trusty Oak handles sales & lead generation for financial services firms

A Trusty Oak EA working in financial services sales support typically handles the research and pipeline hygiene that keeps your outreach consistent without requiring your direct involvement every day. They'll build and maintain prospect lists using tools like LinkedIn Sales Navigator, ZoomInfo, or Apollo, filtering by criteria like AUM thresholds, business size, or geography depending on your target client profile. On the CRM side, they'll log activities, update contact records, move deals through stages, and flag stale opportunities in platforms like Salesforce, Redtail, Wealthbox, or HubSpot. For outreach, they can draft and schedule email sequences, coordinate calendar invites for intro calls, and follow up on warm leads you've already touched. Your role is to handle the actual advisory conversations — the EA handles everything that feeds into them.

What your EA takes off your plate

Before handing off lead generation work, document your ideal client profile in writing — not just 'HNW individuals' but specific criteria like net worth range, geography, life stage, or business type. The most common mistake is assuming an EA can infer your target market from context; a one-page ICP document cuts ramp time significantly and means the lists they build are actually useful from day one.

1

Prospect List Research & Segmentation

Build targeted lists of potential clients or referral partners using LinkedIn Sales Navigator, ZoomInfo, or Apollo, filtered by criteria like business type, AUM range, geography, or life stage.

2

CRM Data Entry & Pipeline Management

Keep contact records current in Redtail, Wealthbox, Salesforce, or HubSpot — logging calls, updating deal stages, and flagging leads that need follow-up.

3

Outreach Email Drafting & Sequence Coordination

Write and schedule prospecting email sequences or LinkedIn messages aligned to your voice, and track response rates so you know what's working.

4

Referral Partner Outreach Coordination

Research and compile lists of potential COIs — CPAs, estate attorneys, mortgage brokers — and manage initial outreach and follow-up scheduling on your behalf.

5

Lead Qualification & Discovery Call Prep

Review inbound leads against your ideal client profile, gather background information on prospects before calls, and prepare brief summaries so you walk into every conversation ready.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce
LinkedIn Sales Navigator
Apollo.io
ZoomInfo
Outreach
HubSpot

...and many more!

Trusted by financial services firms

Trusty Oak supports financial services firms including Dominion Fund Services — handling everything from sales & lead generation to broader operational support.

What sales & lead generation support costs for financial services firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Yes — an EA can handle research, list building, CRM management, and drafting outreach for your review, all of which fall outside the scope of regulated activity. Any communication that constitutes investment advice or solicitation would need your review and approval before it goes out, and your EA can build that review step into the workflow.
Our EAs have worked with platforms commonly used in financial services including Redtail, Wealthbox, Salesforce, and HubSpot, as well as prospecting tools like LinkedIn Sales Navigator, Apollo, and ZoomInfo. If your firm uses a less common platform, we factor in a short ramp period during onboarding.
It depends on the volume of outreach and how active your pipeline is, but most financial services clients running consistent prospecting programs use between 10 and 20 hours per month for this type of support. Trusty Oak's monthly budgets start at $1,000, and unused hours roll over, so you're not penalized for slower months.

Let an EA own your pipeline — you focus on the close

Trusty Oak matches you with a US-based EA who understands financial services workflows, and your dedicated Client Success Manager builds a delegation plan before work begins. Onboarding starts at $300, with monthly talent budgets from $1,000.