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A Simple Tool to Get 5 to 7 Pre-Sold Appointments Weekly With Affluent Clients


This webinar is intended for small and medium firms and not for CPAs working in a corporate environment, unless they are responsible for bringing in new business.
Cost Free
Presentation Length 1.5 hours

Recorded DateJune 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This workshop is for accountants and tax pros who want more predictable, qualified appointments with affluent clientele.
The fact is, having a full pipeline of higher-paying prospects and clients is critical for accountants and tax professionals who want to grow a profitable practice that provides leverage and yields sustainable results.
Although today’s marketing landscape is drastically changing, some things DO remain the same, like the fact that people will always do business with those they KNOW, LIKE, and TRUST.
Applying the RIGHT technology, the RIGHT way, in the RIGHT amount and building credibility and trust can happen rapidly, which leads to exponential revenue and profit growth.

Join Anthony Simonie, co-founder of Client Elevator, and Donald Stojack, Chief Business Strategist, as they share the online tool (along with the exact process) that they and their clients are using to consistently bring in five to seven pre-sold appointments weekly with affluent clientele.
By leveraging this tool, prospects are 80% (or more) sold before even getting on the phone or meeting with them.
This means if you’re someone who’s not particularly fond of “selling," this is a MUST ATTEND workshop. If done right, client conversion rates go up, and costs go down.
You’ll be setting your business up for long-term success.
Note: NOTHING will be sold at this event, but A LOT of value will be delivered through actionable content that you can implement right away if you choose.
Learning Objectives:

  • Determine how to sell your services for premium rates, leveraging a simple tool (that eliminates the uncomfortable selling processes) to prospects who will be happy to pay, giving you positive cash flow all year round

  • Identify how to attract new clients without publishing tons of content or doing any other complicated marketing or sales tactic

  • Describe freedom from working with clients who beat you up on price and then make you chase them down to get paid because you'll have consistent leads, customers, and growth week after week, month after month

  • Express freedom from the stresses of wondering where your next client will come from

  • Recognize how to connect, engage and converse with your best referral partners (who are already looking for you), who’ll be thrilled to send you business

  • Define the three-part framework that has prospects 80% (or more) sold before you ever meet with them

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Anthony Simonie

Client Elevator
CEO and Co-Founder
(512) 649-1304


After building multiple seven-figure online and offline businesses from scratch, Anthony turned his attention to helping other small and medium-sized companies scale profits by leveraging his unique no BS approach to marketing and sales. 

You’ll often hear him say that “Results are all that matter.” 

For more than 14 years, his passion has helped businesses and professional service providers grow sales and profits by effectively leveraging unique marketing and sales strategies, both online and offline.

Anthony has what some call a "gift" to find new and hidden profit opportunities and deploy systems and processes that predictably attract, convert, and retain high-quality clients and customers. 

Anthony has worked alongside some of the most brilliant business minds on the planet and brings a wealth of knowledge and experience to his clients. 

He’s successfully built three brick-and-mortar service-based businesses, co-founded four successful online consulting and training companies (serving more than 10,000 clients).

He's become a highly sought-after business strategist that is known for getting things done. 

Anthony is married with two children through adoption and resides in Austin, TX.


Donald Stojack

Client Elevator
Chief Business Strategist
(512) 649-1304


With over 40 years of business experience in the trenches, Donald brings an extensive repository of knowledge he has tapped as a successful strategist and consultant. In 2008, Donald was selected to be on the elite team of Chet Holmes International. He stayed with Chet to forge a business relationship with Tony Robbins to create the successful Business Mastery Seminar model and Business Breakthroughs International. Those connections and relationships also lead Donald to work alongside master business minds – Jay Abraham, Scott Hallman, Eben Pagan, and many others.

For the past six years, Donald has been on the team of Go Meta Media, an Eben Pagan company – serving thousands of entrepreneurs in the digital information and coaching industries. Donald is also a Chief Business Strategist at Client Elevator and The Virtual Profit Plan group - a team of online business experts that helps companies develop traction with their online presence (

A father of six, Donald lives in the Seattle, Washington area and enjoys spending time kayaking on the many inland waterways and walking the many forested trails.

About Our Presenter

Client Elevator provides unique, battle-tested marketing and sales solutions that increase performance and profit, to Accountants, EA's CPAs and Bookkeepers.