
David Pestrichello is the founder of National Advisor Solutions, where he helps financial professionals, PE firms, and other financial institutions, increase advisor headcount, and implement AI driven lead flow systems. Driven to help firms and industry reps
modernize how they attract and convert new prospects using AI-driven lead solutions.
With over 20 years inside the financial services industry, both as a Financial Advisor and Consultant helping firms grow head count through recruiting David has seen firsthand what works and what doesn't. After decades of watching advisors rely on outdated prospecting methods, generic CRMs, and marketing tools that weren’t built for the modern advisor workflows, he set out to build something different.
At National Advisor Solutions David focuses on creating AI fueled lead solutions to generate fresh prospects consistently while also assisting firms in implementing those same systems to increase their advisor headcount.
Systems that identify, qualify, and engage prospects before hand.
Driven to deliver our clients fewer cold conversations, better-qualified prospects, and more efficient growth with unique understanding of
compliance or professionalism.
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