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[New] LinkedIn+: A Simple Framework to Land Affluent Clients and Recurring Fees


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 1.0 hour

Recorded DateMarch 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, attendees will learn how to combine LinkedIn with a simple (NON-SALESY) conversational framework to generate 3 to 5 (or more) pre-qualified, pre-sold appointments every week with more affluent clients who pay recurring fees. And do it in less than 30 minutes per day.

LinkedIn is chock-full of business owners and high-income earners looking for sound solutions (and trusted advisors), Especially RIGHT NOW, with the recent changes to tax code and political landscape, not to mention the lingering effects brought about by the COVID pandemic. 

It is no surprise that CPAs, tax professionals, and accountants looking to grow revenues and profit in a post-COVID landscape MUST make some important (and in many cases, long overdue) shifts.

Anthony Simonie, co-founder of Client Elevator, and Donald Stojack, Chief Business Strategist, will explore these approaches and how they can be implemented without complicated sales funnels, uncomfortable high-pressure sales tactics, or hurting your reputation.

Those who attend this course will discover these shifts and walk away with the same proven framework other tax professionals and accountants are using to be confidently positioned for a record year of profit in 2021.

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:

  • Define how to locate (and convert) affluent prospects on LinkedIn

  • Determine how to reach affluent prospects and get them to engage with you, ending up on your calendar fast without paying a dime in advertising

  • Identify what the fastest-growing small to mid-sized tax and accounting firms are doing to fill 80% of their pipeline with higher-paying, easier to work with clients that genuinely value their expertise and don’t have to be chased down for payment

  • Identify the ONE thing, that if uncovered, will increase your close rate by 20% to 30% plus

  • Recognize how to attract referral partners who are already looking for you and are ready to send you more high-value clients

  • Determine how to use Client Elevator's proprietary Un-Sell framework to convert more prospects into clients who are happy to pay higher, recurring fees year-round

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Anthony Simonie

Client Elevator
CEO and Co-Founder
(816) 682-5212


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.” 

And 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
(816) 682-5212


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.