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Sebastian Guerra

President of Guerra Wealth Advisors, a hybrid advisory firm in Miami with nearly $15M in revenue and 60 team members. Known for implementing a quality control system to improve client outcomes and referrals.

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Feb 18, 2025 • 1h 30min

Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra

Sebastian Guerra, President of Guerra Wealth Advisors, shares insights on enhancing client outcomes through an innovative quality control system. His firm follows up with clients after meetings for immediate feedback, boosting referrals and improving service quality. He discusses onboarding nearly 480 households in a year through educational events and a streamlined process. Guerra reveals how adopting the Entrepreneurial Operating System has aided their growth and emphasizes the balance between his personal life as a new husband and father alongside business commitments.