Lead generation for finance and advisory
LunchLeads organizes focused B2B lunch events for finance and advisory companies. Every event brings 15–25 cfos, vp of finance, business owners into a private room for a 90-minute session and catered lunch. Available in all 15 LunchLeads markets.
Who attends a finance and advisory event
Each event brings 15–25 cfos, vp of finance, business owners into a private room. Every attendee is individually researched and invited — never a purchased list.
Every person at the table becomes a lead with full contact data.
Typical attendee profiles
What a finance and advisory session looks like
"Q4 Tax Optimization and Cash Flow Planning"
Questions the session answers
The session covers where business owners and CFOs are leaving tax efficiency on the table.
The session covers how cash flow planning frameworks change for businesses with seasonal or variable revenue.
The session covers what entity structuring decisions have the largest long-term tax implications.
The session covers how teams approach capital allocation decisions in a higher-rate environment.
Why the lunch format works for finance and advisory
Financial advisory is an intensely relationship-driven sale. A lunch built around practical, timely questions positions the right firm as a trusted resource before any engagement discussion happens.
Run a finance and advisory event in any city
Available in all 15 LunchLeads markets. Click any city to see a full preview of a finance and advisory event in that location.
Questions about finance and advisory
Who attends a LunchLeads event for finance and advisory?
A LunchLeads finance and advisory event brings together 15–25 cfos, vp of finance, business owners. Every attendee is individually researched and invited — no purchased lists. Typical profiles include cfos and finance directors, vps of finance, business owners managing financial complexity.
What session topic works for finance and advisory events?
A session topic that fills rooms in finance and advisory is practical, specific, and tied to a real operational challenge. One topic LunchLeads has used successfully: "Q4 Tax Optimization and Cash Flow Planning". The session addresses questions like where business owners and CFOs are leaving tax efficiency on the table and how cash flow planning frameworks change for businesses with seasonal or variable revenue.
Why does the lunch format work for finance and advisory?
Financial advisory is an intensely relationship-driven sale. A lunch built around practical, timely questions positions the right firm as a trusted resource before any engagement discussion happens.
In which cities can I run a finance and advisory lunch event?
Finance & Advisory events can run in any of LunchLeads's 15 active markets — Las Vegas, Phoenix, Chicago, Dallas, Denver, Milwaukee, Nashville, Austin, Detroit, Charlotte, Indianapolis, Columbus, Greenville, Cincinnati, and Minneapolis-St. Paul.
How is pricing set for finance and advisory events?
Pricing follows the standard LunchLeads model: a $500 retainer covers setup, outreach, venue, and catered lunch, then a custom per-lead price is agreed before launch. For finance and advisory, per-lead pricing is set based on audience seniority (typically CFOs) and outreach complexity. The retainer is credited against your first invoice.
Related guides
How to Choose a Session Topic That Fills the Room
A framework for selecting practical, specific topics that make busy decision-makers rearrange their afternoon to attend.
Building a Targeted Invite List
How LunchLeads builds event audiences from named prospects rather than purchased lists.
Lunch Events for Professional Services
Why law firms, accounting practices, financial advisors, and consultants win more business through focused lunch events than any other channel.
Related industries in Finance & Legal
Other verticals LunchLeads covers in this category.
Check fit for finance and advisory
Tell us about your company and where you want to generate leads. We will let you know if finance and advisory is a fit for your market and what the per-lead pricing would be.
$500 retainer covers setup + lunch. Pay per lead. No contracts.