#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro
Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more
