The Lombardi Group was founded in 1996, and has since grown to connect the best professionals in CPA and Law firms across the nation. Perfect Client allows these professionals and their firms to provide the best service to their most affluent clients by generating a realm in which these professionals not only network, but collaborate. For more information you can visit teamlombardi.com.
How Analytics Move the Business World with Alex Sonkin
June 28, 2024
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Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and on-shore/off-shore trust and estate planning, Fact Pattern Analytics provides working solutions to complicated problems associated with wealth.While the concept of think tanks is not a new one, Fact Pattern Analytics brings this concept to the financial world. Tune in to the podcast to hear about how Fact Pattern Analytics helps financial planners collaborate with experts in other fields to bring added value to their client.
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Alex Sonkin, Managing Partner of The Lombardi Group
December 14, 2016
Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He ...Continue ReadingAnthony Lombardi, Expert Trainer for Financial Advisors
July 29, 2016
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 ...Continue Reading