Attend our 3-day training programs and become a member of the Perfect Client family to learn the secret to revolutionizing the way you do business and live your life.
Membership Length: 1 Year
The revolutionary Perfect Client System enables financial advisors to develop strategic, integrated relationships with Centers of Influence (CPAs and attorneys) by offering an irresistible value proposition they have never heard before and did not realize was available to them. The Perfect Client System takes their practice to levels they only dreamed possible.
The system makes the Center of Influence (COI) the client and the focal point of your business. When you make the COI your client using the Perfect Client System, you work smarter, not harder. Learn More >
Patrick F., from Amarillo, TX: "Hi guys, The hits just keep on coming. I just had a very, very good first lunch with the primary decision maker for a very large CPA firm here in Amarillo (believe it or not, he said that they were in the top 15 largest in Texas, despite not having an office yet in either Dallas or Houston. He also has a large amount of very, very wealthy oil clients Amarillo and Dallas.) He wants me to speak at their next shareholder meeting." Patrick F. – A Perfect Testimonial
Working with end-user clients is definitely a way to kick-start a career as a financial advisor, but it is also a way to get burned out of the business very quickly. Once the 80/20 rule kicks in, this business can become very draining. Working with end-users also limits how much value an advisor can offer his community. Training with Anthony and using the Perfect Client System to develop relationships with Centers of Influence has completely changed our practice and my outlook on myself.–Adam Amante – Managing Member Fortress Financial Tucson and a Perfect Client Advisor
Anthony Lombardi has completely changed my life and the way I feel about my business. 99% of my business now comes directly from the CPAs that I work with, and there is no selling, no convincing, no more chasing end-user clients, and no more expensive marketing campaigns. I spend less time in the office and more time with my family. We make a lot more money in a lot less time managing a few CPA relationships instead of hundreds of end-user relationships. Thank you, Tony, for introducing me to such a powerful system.–Alexander Sonkin – Director of Training & Development for Perfect Client
In my 30 plus years of business, I have encountered a variety of training programs and self-help gurus that were supposed to take my practice to another level. Anthony Lombardi is unquestionably one of the few ‘game changers’ out there. He has been a real blessing to work with. My experience with Tony has been remarkable to say the least. Words can only approximate the detail, sophistication, and results that the Perfect Client System offers.–Brian Corridan – Perfect Client Advisor
The detailed steps and nuances of the Perfect Client System flow together effortlessly. It is truly a revolutionary relationship building system that can be used to develop meaningful relationships with anyone, not just CPAs and attorneys. I have used these techniques in my personal life to resolve a conflict. There are many applications for the Perfect Client System in business and in life.–Charles Buell – Perfect Client Advisor
Meeting with the Anthony Lombardi was very refreshing. His knowledge of tax law and how it applies to virtually every situation is impressive. And, he came across with a lot of integrity. It’s not just about saving the client taxes at any cost. He knows the law and he follows it closely. The client is my gold. When I refer out to somebody, then I lose control of that valuable relationship. With the Perfect Client System, I get to look at the solutions first and I maintain control of the relationship and the process. Once we decide which solution works best, I get to present that solution to my clients with Anthony’s support... He is not trying to develop new relationships with my clients.–Daniel Greene – CPA
Anthony has a refreshing approach that is well beyond sharing referrals with CPAs. His process is very targeted in leading CPAs and other Centers of Influence (COI) to a reflection point of revelation where they realize you (The Perfect Client Advisor) are unlike other advisors they have spoken with, EVER! The program has certainly altered my mindset on how I approach any COI and I am grateful for his mentorship.–Marta Shen – JD, CPA, CFP, and Perfect Client Advisor
