New Trusty Oak is now Nacho! Read the story

Sales & Lead Generation · Financial Services

Sales & lead generation support for financial services professionals

By Zack Pennington, CEO Updated

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 Nacho specialist 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.

Tools we work with: HubSpot Salesforce Attio LinkedIn Sales Navigator

Can a Virtual Assistant handle sales & lead generation for financial services firms?

Yes. Nacho matches financial services firms with a vetted, 100% US-based Executive Assistant or Specialist who owns sales & lead generation week after week, not a one-off task. You start with a $300 Delegation Strategy Plan, set a monthly Talent Budget from $1,000, and we match you in about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How delegated sales & lead generation works for financial services firms

A Nacho 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.

Off your plate

What comes 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.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Salesforce
LinkedIn Sales Navigator
Outreach
HubSpot
Attio
ZoomInfo

...and many more!

Client proof

Trusted by financial services firms

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

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Executive Assistant or Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For marketing-led work, that senior seat is usually a Fractional CMO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating sales & lead generation costs for financial services firms

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

Executive Assistants
from $40/hour
15 hours $600
Specialists
from $65/hour
10 hours $650
Fractional Executives
from $125/hour
5 hours $625
Your monthly budget
$1,875

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

Good questions

Frequently asked questions

Can an EA handle outreach on my behalf without crossing compliance lines?
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.
What CRMs do Nacho EAs have experience with in financial services?
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.
How many hours per month does sales and lead generation support typically require?
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. Nacho's monthly budgets start at $1,000, and up to $200 of unused budget above that minimum can roll over each month, so lighter months don't have to mean wasted spend.

Ready when you are

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

Nacho 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.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.