This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. Since 1995, Mr. Lombardi has been developing and perfecting a business model whose primary focus is to assist leading CPAs and Financial Advisors to operate their practice more efficiently, deliver maximum value to their very best clients, and enjoy organic growth.
One of Mr. Lombardi’s special and unique abilities is developing relationships and teaching “The Art of the Relationship” to CPAs and Finacial Advisors. Another unique skill of Mr. Lombardi’s is to analyze complex fact patterns that affect affluent business owners while identifying which potential set of solutions represent the “very best answer for the client”.
Anthony’s Bootcamp, being held September 28-30th, 2016, instructs Financial Advisors how to partner with the very best CPAs and strengthen their most important client relationships. His bootcamp teaches Financial Planners how to work only with the affluent, increase their revenue per client and develop profitable and lasting relationships with CPAs. These techniques allow Financial Advisors work with only a handful of the right clients “creating more time for what is most important.” Anthony has been featured in accounting and financial publications, Think Advisor, Accounting Web, Financial Advisor Magazine and Accounting Today.
His first book on relationships will be released later this year.
Besides being a successful business owner, Anthony is also an accomplished athlete. Before sustaining a career ending shoulder injury, Anthony spent some time playing for the Houston Astros in their farm system. When he is not spending time with his family, Anthony enjoys surfing every chance he gets. Anthony also loves to fly planes and scuba dive and lives his life to the fullest. He is also extremely active in the community and his church, taking the time to give back whenever he can.
Listen to a podcast of Anthony Lombardi’s interview!
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