NEW CPA PARTNERSHIPS. THAT'S WHAT WE DO.
CONNECTING
Financial Advisors &
HNW-Concentrated CPAs
HNW-Concentrated CPAs
We run targeted ad campaigns on Meta, LinkedIn, and beyond -
engineered to connect Financial Advisors with CPAs who are ready to build
Better Connections. Better Relationships. Better Business.
THE CHALLENGE
Most FAs know CPA partnerships
are the growth channel. Few know how to build them at scale.
Most FAs know CPA connections
are the growth channel. Few know
how to build them at scale.
Cold outreach alone doesn't work
Emails get ignored. LinkedIn messages feel spammy. CPAs are overwhelmed with pitches from advisors they've never heard of — because there's no context, no credibility, and no system behind the ask.
Networking is slow & random
Chamber events and BNI groups take months to yield a single warm introduction - if they ever do. You need a system, not serendipity.
You don't have time to figure out ads
Running compliant, effective campaigns on LinkedIn and Meta requires specialized expertise most advisory firms simply don't have in-house.
THE SOLUTION
From Amplification to
Relationship Generation
From Amplification
to Relationship Generation
We are the best in the world at connecting Relevant Financial Advisors with Forward-Thinking, HNW-Concentrated CPAs who demand a superior standard of partnership.
From Amplification to
Relationship Generation
From Amplification
to Relationship Generation
We are the best in the world at connecting Relevant Financial Advisors with Forward-Thinking, HNW-Concentrated CPAs who demand a superior standard of partnership.
THE CNXTNS SOLUTION
We put your practice in front of CPAs who are actively looking for FA partnernships
Our campaigns are designed from the ground up for one thing: generating qualified CPA introductions for Financial Advisors.
Proprietary national CPA data set powering precision targeting no competitor can match
Targeted campaigns reaching CPAs in your local market
Compliant ad creative that builds immediate credibility
Qualified leads delivered directly to you
Full-service management — strategy, creative, optimization
Transparent reporting so you always know your ROI
THE CNXTNS DATA ADVANTAGE
We don't guess who to target. We know.
From Amplification
to Relationship Generation
Most agencies build CPA audiences from scratch — guessing at job titles, firm sizes, and LinkedIn filters. We don't.
From Amplification to
Relationship Generation
From Amplification
to Relationship Generation
We are the best in the world at connecting Relevant Financial Advisors with Forward-Thinking, HNW-Concentrated CPAs who demand a superior standard of partnership.
THE CNXTNS DATA ADVANTAGE
National Coverage - every major metro and secondary market
Firm-level intelligence - beyond what Meta and LinkedIn targeting alone can offer
Continuously refreshed - so your audiences don't go stale
We've built a data set of CPAs across the country, enriched with firm-level attributes that let us target with surgical precision: geography, firm size, specialty focus, HNW client concentration, and partnership readiness signals.
That means your ad spend goes toward CPAs who actually match your ideal partner profile — not wasted impressions on tax preparers who'll never refer a HNW client.
THE PROCESS
Most FAs know CPA partnerships
are the growth channel. Few know how to build them at scale.
Three steps to your next CPA partnership
No guesswork. No wasted ad spend. Just a proven system for getting in front of the right CPAs.
01
Discovery & Strategy
We learn your ideal CPA partner profile — geography, firm size, specialty — and build a campaign blueprint tailored to your practice.
02
Launch & Optimize
We deploy targeted campaigns across LinkedIn, Meta, and other platforms. Every ad, audience, and message is continuously tested and refined.
03
Connect & Grow
We don't make introductions — we make introductions unnecessary. By the time a CPA books a call, they already know who you are, what you do, and why you're worth their time.
RESULTS THAT SPEAK
Most FAs know CPA partnerships
are the growth channel. Few know how to build them at scale.
Built for advisors who measure
everything
Our campaigns are designed to deliver measurable outcomes - not vanity metrics.
$5M
AVERAGE AUM POTENTIAL PER CPA PARTNERSHIP
30
DAYS TO FIRST QUALIFIED CPA MEETING BOOKED
8-12
QUALIFIED CPA MEETINGS IN YOUR FIRST 90 DAYS
$0
LONG-TERM CONTRACTS REQUIRED
AUM potential based on industry benchmarks for productive CPA-FA partnerships serving HNW clients. Individual results vary based on market, advisor positioning, and relationship development.
INVESTMENT
Most FAs know CPA partnerships
are the growth channel. Few know how to build them at scale.
Transparent pricing.
No hidden fees. No suprrises.
Every plan includes full-service campaign management - strategy, creative, optimization, and reporting.
LAUNCH
$10,000 /mo
$6,500 dedicated ad spend
$3,500 campaign management
$2,500 one-time setup fee
CPA dataset used in targeting
Multi-market CPA targeting
Ad creative and copy
Landing page build + calendar integration
Multi platform campaigns
A/B creative testing
Live dynamic performance reporting
Dedicated campaign manager
Monthly reporting & strategy calls
SCALE
$20,000 /mo
$14,500 dedicated ad spend
$5,500 campaign management
$5,000 one-time setup fee
CPA dataset used in targeting
Multi-market CPA targeting
Ad creative and copy
Landing page build + calendar integration
Meta + LinkedIn campaigns
A/B creative testing
Live dynamic performance reporting
Dedicated campaign manager
Bi-weekly reporting & strategy calls
CUSTOM
Let's Talk
For multi-advisor firms and RIAs with aggressive growth targets
Everything in Scale
Custom ad spend allocation
Multi-platform expansion (Reddit, Google, etc.)
Custom Audience & creative strategy
Bi-weekly reporting & strategy calls
Full Client Journey strategy and architecture
Client Journey maintenance & management
Power-ups: add to any plan
ID Website CNXTNS
$500/mo
Identify which people visit your website and connect with them
Cold Email Follow-Up System
$200/mo
Custom sequences to warm up leads and drive conversions
Bundle Both
$700/mo $550/mo
ID CNXTNS + Cold Email
READY TO CONNECT?
Most FAs know CPA partnerships
are the growth channel. Few know how to build them at scale.
Stop chasing CPAs.
Let them come to you.
Book a 15-minute discovery call. We'll show you exactly how we'd build your CPA pipeline - no pressure, no obligation.
Free consultation - No long-term contracts - Results in 30 days
2026 CNXTNS. Better Connections. Better Relationships. Better Business.
Privacy
Terms
Contact