For financial advisors
We connect advisors with the CPAs and clients who grow a practice.
Referrals still build the best practices. CNXTNS puts them on a system: introductions to CPAs who serve the clients you want, a phone line that never sends a prospect to voicemail, and follow-up that keeps every relationship moving.
The growth problem
Your best clients come through people they trust. Most practices leave that to chance.
Advisors know CPAs are the most valuable referral source there is. The CPA already has the trust, the tax return, and the conversation about what comes next. But building those relationships one lunch at a time doesn't scale, and the referrals that do arrive still hit voicemail after 5 PM.
We turn referral growth into something you can plan on.
Talk to us about your practice
How many CPAs in your market fit your practice?
Get a free CPA market map for your metro, built from our national dataset.
Free AI search check for advisors
When prospects ask AI for an advisor, do you come up?
People now ask ChatGPT, Claude or Google's AI to find a financial advisor near them, or one who works with business owners or retirees. Those assistants can only recommend a firm whose website they can get into, read and trust. See how ready yours is in about ten seconds.
- 13 checks, scored out of 100
- Read only: we look at your public pages the way an AI assistant does
- Free. If something needs fixing, we fix it for you
What we do for advisors
Every connection a practice depends on, built and run for you.
Prospects reaching you. You reaching CPAs and clients. And your practice keeping up with both. We build it, run it, and train your team.
Be the advisor who always picks up.
Prospects reach out at life's turning points, and often after hours. The firm that answers and books the meeting starts the relationship.
Build your referral network on purpose.
The right CPA relationships send qualified introductions for years. We find those CPAs, introduce your practice, and keep the relationships working.
Spend your time with clients, not on the calendar.
More introductions mean more meetings, more follow-up, and more onboarding. We build the systems that absorb it.
The CPA partnership program
How a CPA you've never met becomes a referral partner.
This is where CNXTNS started, and it's still the program advisors ask us about first. We handle every step, from finding the right CPAs to putting the first meeting on your calendar.
Book a call about the program
Find the right CPAs
We use our national CPA dataset to find firms in your market that serve the clients you want: business owners, high earners, retirees, whoever fits your practice.
Where it usually breaks: a generic list of every CPA in the stateIntroduce your practice
Targeted campaigns on the channels CPAs actually use put your practice in front of them, with a clear reason to talk.
Book the introduction
Interested CPAs book directly on your calendar. Confirmations and reminders make sure the meeting happens.
Keep the relationship working
Follow-up, check-ins, and reporting on every partnership, so an introduction turns into steady referrals.
Where it usually breaks: one coffee, then silenceFree CPA market map
See the CPA relationships waiting in your market.
Tell us your metro and the clients you serve. We'll pull from our national dataset and walk you through what's there on a short call.
Compliance
Built for how advisory firms are regulated.
Ready for compliance review
Every agent, script, and campaign is documented and approved by your firm before it goes live.
Records you can keep
Calls are recorded and transcribed, and records can be exported for your archiving and supervision process.
No advice from AI
AI agents schedule, route, and answer logistics questions. Anything touching investment advice goes to a person.
Consent and disclosure
Outbound calls and messages are built around consent, AI disclosure, and do-not-call rules.
Results
What advisors tell us.
The CPA program did in six months what ten years of lunches didn't. We have four accountants sending us business owners now.FounderIndependent RIA, Denver, Colorado
A referral called us at 7 PM on a Friday. She was booked for Monday before we knew she'd called. She's now one of our largest households.Managing PartnerWealth management firm, Charlotte, North Carolina
Compliance signed off in one meeting, because everything was documented before we even asked.Chief Operating OfficerAdvisory firm, Scottsdale, Arizona
FAQ
Questions advisors ask us
How the CPA program works, what the AI does and doesn't do, and how it fits your compliance process.
How does the CPA partnership program work?
We use our national CPA dataset to find firms in your market that serve the clients you want, such as business owners, high earners, or retirees. Targeted campaigns introduce your practice to those CPAs, interested CPAs book an introduction directly on your calendar, and we keep each relationship working with follow-up, check-ins, and reporting.
Do your AI agents give investment advice?
No. AI agents schedule meetings, route calls, and answer logistics questions. Anything touching investment advice goes to a person at your firm.
Will this pass our compliance review?
Every agent, script, and campaign is documented and approved by your firm before it goes live. Calls are recorded and transcribed, and records can be exported for your archiving and supervision process. Outbound calls and messages are built around consent, AI disclosure, and do-not-call rules.
Can prospects reach us after hours?
Yes. Inbound AI call agents answer every call in your firm's voice, 24 hours a day, book introductory meetings, and route existing clients to the right person.
What is the free CPA market map?
Tell us your metro and the clients you serve, and we'll pull from our national data to show how many CPAs in your market fit your practice. Book a discovery call to get yours.
Let's talk
Find out where your next CPA partners are.
A 30-minute call. Bring your market and the clients you want more of. We'll bring the data.
- How many CPAs in your market fit your practice
- Where prospects are reaching you and getting voicemail
- What a partnership program would look like for your firm
- Your free CPA market map
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