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Category : Perfect Client

Anthony Lombardi, Expert Trainer for Financial Advisors

BY clawver
IN Authors, Certified Public Accounting - CPA's, Family Office Advisor, Finance, Guests, Investments, Perfect Client, Sponsors, Wealth Management

Posted: August 2, 2025
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July 31, 2016 This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group.…

Alex Sonkin, Managing Partner of The Lombardi Group

BY clawver
IN Certified Public Accounting - CPA's, Events, Finance, Guests, Perfect Client, Sponsors

Posted: September 12, 2025
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December 17, 2016 Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The…

How Analytics Move the Business World with Alex Sonkin

BY Rich Muscio
IN Collaboration, Ecomonics, Family Governance, Family Office Advisor, Finance, Guests, Investments, Legacy, Perfect Client, Sponsors, Taxes

Posted: June 28, 2024
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Listen to Podcast of the Show Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent…

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