Let’s See If You Qualify To Be A Part of Our Next Financial Professional Experience

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Anthony Lombardi Will Show You How To:

  • Eliminate Client Retention Risk
  • Become More Attractive To The Affluent Client Demographic
  • Develop A Larger Affluent Footprint
  • Dramatically Increase Your Revenue Per Client
  • Expand Your Brain Trust While Eliminating Referral Risk
  • Completely Eliminate The Competition While Becoming The CPA All Other CPAs Will Aspire To Be
  • Create More Time For What’s Most Important


The CPA profession is undergoing a significant transformation and even though many CPAs are earning more money than ever, they are losing many of their best ‘A’ clients, their quality of life is suffering and the profession is now at a major crossroad.

Many firms are still using old business models that are riddled with unnecessary risks, including: Client Retention Risk, Lack of Brain-Trust Risk, and Third Party Referral Risk.

While affluent business owner clients are demanding and expecting much more from their Most Trusted Business Advisors than ever before, the U.S. tax code continues to become more and more complex – now over 80,000 pages and counting. Meanwhile, companies like Apple and IBM pay less than 5% of their net income in taxes, affluent business owners are upset that they have to give away as much as 30% of their net income in taxes, and they blame their CPAs for those results.

CPAs are overwhelmed with time commitments to perform their ‘B’ and ‘C’ work and to serve their ‘B’ and ‘C’ clients (which represents a massive opportunity cost), and they are not paying enough attention to their ‘A’ clients, many of whom are leaving for greener pastures or are actively looking for a CPA who promises to take better care of them.

What if you could earn the same revenue or more servicing your top clients by delivering solutions for all of their problems than what you earn now servicing all of your 500+ clients?


Is There Anything More Worthy of This Investment of Your Time?

Contact Stu Kesselhaut for more information at: skess@teamlombardi.com or 760-330-3115

Ask about our Special Tuition – Seating is Limited to First 50 Professionals That Qualify
Fill Out the Form Below To Schedule Your 30-Minute Perfect World Strategy Session and Qualify


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Anthony Lombardi


Anthony Lombardi is an accomplished athlete and successful business owner. He has spent his entire adult life to redesign his businesses to fit his lifestyle and not the other way around.

An entrepreneur by nature, Anthony sold his restaurants 15 years ago and turned his considerable talents towards a career as a financial advisor. Even though Anthony was earning a high six-figure income as an advisor, he wanted to find a better way to operate.

After experiencing the inefficiencies inherent in the financial services industry, he decided to change the way he does business. In the process of restructuring his own business, he has found a much more efficient and effective way for all CPA’s and financial advisors to operate.

Anthony realized that in order to take his practice to the next level, he had to take some time off from working directly with end-user clients in order to focus his practice on developing strategic, integrated relationships with Centers of Influence (COI).

Specifically, Anthony focused his efforts on developing relationships with CPAs, attorneys, and private bankers that represent the demographic he wanted to work with.

While many advisors have attempted to work with COI in the past, Anthony truly “Cracked the Code” and perfected the revolutionary Perfect Client System.

Anthony has been perfecting the art and science of building strategic, integrated, leveraged relationships with Centers of Influence and has trained hundreds of advisors how to supercharge their practice by using the Perfect Client System. Anthony now enjoys a practice where there is virtually no marketing expenses, no prospecting, and no selling to or closing prospects.

New business is consistently delivered through the CPAs, attorneys, and private bankers in Anthony’s network. Having successfully trained these advisors over the past several years, it was natural that he help his target audience of professionals to have a more efficient business model.

Anthony has addressed hundreds of CPA’s, coaching them on how to have deeper, more meaningful and significant relationships with their very best clients, where they become primary, critical and essential to them which leads to a more profitable relationship. The byproduct is client retention, organic growth and an increase in revenue per client, while creating more time for the things that are most important.

The time that Anthony used to spend on prospecting, marketing and working on his business he now devotes to his faith, family and friends.

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. He surfs locally in San Diego, in Fiji, and in some of the world’s other most beautiful destinations. 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, specifically mentoring young children. Anthony coaches baseball at a local Christian high school and enjoys giving back whenever he can. Using the Perfect Client System enables Anthony the free time to live his life a better way.



“It has been a long, long time since I participated in something that felt as ‘right’ as these past three days with you all. I will never be able to adequately express my thanks for what you have introduced me to and the life-changing event you have made possible for me.”

– Dewitt B.



“Tony’s enthusiasm and conviction for what he does is admirable. More importantly, it is contagious. Without question, Tony’s conference was one of the best investments that I have ever made for my business.”

– Harry P.

“I have a wife and three children and I wasn’t willing to sacrifice my time in their lives for my business any longer. That is why I decided to join Anthony Lombardi and why I am so excited about the practice that this will allow me to build.”

– John D.




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Together let’s explore these following questions and more in your 30-minute Perfect World Strategy Session:

If you believe that working with Advisors is a great way to grow your business, how are you going to do that?

If your goal is to work more closely with your ‘A’ clients this year, how are you exactly going to do that? Do you have a written plan?

What must you learn in order for this to happen? What specific actions must you take to bridge the gap between where you are now and where you want to be?

Fill Out the Form Below To Schedule Your 30-Minute Perfect World Strategy Session To Qualify

Call Stu Kesselhaut with Questions: 760-330-3115

Inquire Regarding Special Tuition – Seating is Limited To First 50 Professionals That Qualify

Anthony Lombardi’s Next Experience Bootcamp Is:

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Sheraton Carlsbad Resort and Spa

5480 Grand Pacific Drive Carlsbad, CA 92009
(760) 827-2400

  • Mediterranean-style resort featuring a large outdoor patio with panoramic ocean views
  • World class Ocean Pearl Spa
  • Adjacent to The Crossings at Carlsbad golf course
  • Private entrance into LEGOLAND®

Call or Write Stu Kesselhaut with Questions: 760-330-3115

2017 and beyond can be your best years ever, in terms of the significance of your business, quality of your life and the time to enjoy for what’s most important. It’s not a theory or a dream, it’s a reality and Anthony Lombardi proves it every day!

Are you ready? I mean, are you really ready or are you going to keep doing the same things and hope for a different result?

Anthony Lombardi went from having over 800 clients down to just a handful of leveraged Centers of Influence. Anthony has created a practice that generates substantial revenue and more importantly an abundance of time to enjoy what’s most important in his life.

Anthony Lombardi can show you A BETTER WAY!

Instead of working with hundreds and hundreds of the wrong clients, what if you could work with just handfuls of the RIGHT ones, would that make a difference and what difference would that make if it did?

This is what Anthony Lombardi will show you how to do at his Experience Bootcamps.

This is a Better Life. There is a Better Way.

Are you ready?