Lead Generation & Appointment Setter for RIA-Focused Cybersecurity & IT Company

Project Overview We are looking for an experienced lead generation and appointment-setting specialist who can: Build targeted prospect lists Conduct personalized outreach Follow up with prospects Book meetings directly on our calendar This is not a simple list-building project. We are looking for someone who can help generate real conversations with qualified prospects. Ideal Prospect Profile Target Organizations: Registered Investment Advisors (RIAs) Wealth Management Firms Independent Advisory Firms Target Firm Size: 3–50 Employees United States Based Target Contacts: Owner Principal Managing Partner COO CCO Director of Operations Operations Manager Responsibilities Lead Generation Build a qualified prospect list including: Firm Name Website Contact Name Job Title Email Address LinkedIn Profile Location Outreach Conduct personalized outreach through: Email LinkedIn We are NOT interested in mass spam campaigns. We want thoughtful, professional outreach that generates responses and conversations. Appointment Setting The primary objective is: ✅ Book meetings ✅ Schedule Free RIA Security Assessments ✅ Generate qualified discovery conversations Ideal Experience Experience with any of the following is highly preferred: MSP Lead Generation Cybersecurity Lead Generation IT Services Lead Generation B2B Appointment Setting Financial Services Industry RIA Industry Wealth Management Industry Deliverables Qualified prospect list Outreach tracking Response tracking Meeting bookings Weekly activity summary To Apply Please answer the following: Have you booked meetings for MSPs, cybersecurity providers, or IT companies before? How many meetings have you personally generated in the last 12 months? What outreach methods do you use? Please share examples of similar lead generation or appointment-setting projects. How would you approach generating meetings with Registered Investment Advisors? Success Criteria This project is successful when: Qualified meetings are booked Prospects engage in conversations Security assessments are scheduled Sales opportunities are created The primary goal is not list building. The primary goal is generating qualified appointments with Registered Investment Advisors. Budget: $350 Initial Project Potential for ongoing work: Yes, if results are produced.