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.
Anthony Lombardi, Expert Trainer for Financial Advisors
August 2, 2025
July 31, 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 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”.
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.
Continue reading →Little known fact, Anthony is also a Champion Demolition Derby driver
Alex Sonkin, Managing Partner of The Lombardi Group
September 12, 2025
December 17, 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 ...Continue ReadingHow Analytics Move the Business World with Alex Sonkin
June 28, 2024
Listen to Podcast of the Show 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 ...Continue Reading