A company is only as strong as its people, and we have been very blessed to attract such a talented group.

Anthony P. Lombardi

anthonyAnthony P. Lombardi is an accomplished athlete, successful business owner, and restaurateur. He has spent his adult life redesigning 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 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 financial 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. 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.