Let’s See If You Qualify To Be A Part of Our Next Financial Professional Experience
September 14 & 15, 2017 | Sheraton Carlsbad Resort and Spa in Carlsbad, California
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?
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