Lead Generating Events

April 2022-Present

Guerra Financial Group is a full-service financial advisory firm focusing on all areas of wealth management for families: Retirement Income Planning, Investment Management, Tax Planning, Healthcare Protection, and Estate Planning.

Mission
Hosting 100 financial planning events annually; filled up with at least 28 qualifying leads on each occasion.

Work
Digital Ads, Lead Generation Strategy, Warm Calling, Contracting Locations, Event Production, and Event Hosting.

* For more information and examples, please contact.