# CPA Referral Partnerships for Financial Advisors | CNXTNS > CPA partnership programs, after-hours prospect answering and client follow-up for financial advisors, built and run by CNXTNS. Web page: https://cnxtns.com/financial-advisors 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. **National** CPA dataset built for targeting **24/7** Prospect calls answered and booked **25 yrs** Connecting advisors and CPAs 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. **3%** average organic growth for RIAs, down from about 9% **85%** of new advisory clients come from referrals **40%+** close rate on referred prospects, the highest of any channel #### 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. Clients reaching you #### 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. **Inbound AI call agents** Answer every call in your firm's voice, book introductory meetings, and route existing clients to the right person. They never give investment advice. **Websites and landing pages** Pages built for referred prospects and CPA partners, with booking wired into your calendar and CRM. **Prospect intake** Gather the basics before the first meeting, so the conversation starts with goals instead of paperwork. **Visitor identification** See which firms and professionals are reading your site, and follow up while they're interested. You reaching CPAs and clients #### 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. **CPA partnership program** Targeted campaigns that introduce your practice to CPAs who serve the clients you want, and book the introductory call. **National CPA dataset** Precision targeting by metro, firm size, and client focus, so every introduction is worth your time. **Outbound AI call agents** Confirm meetings, follow up on seminar and webinar registrations, and re-engage prospects who went quiet. **Reviews and check-ins** Annual reviews scheduled and documents requested, without anyone on your team chasing them. Your practice keeping up #### 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. **AI implementation** Meeting prep, notes, and follow-up drafts that come to you for review before anything is sent. **CRM automation** Your phone, calendar, and CRM connected, so every call and introduction lands in the right record. **Client portals and software** Onboarding, intake, and document collection built around how your practice works. **Training and ongoing management** Your team learns the tools. We monitor, tune, and report every month. 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. #### 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 state #### Introduce 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 silence Free 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. **CPA firms in your metro** How many firms and CPAs are in your market. **Firms that fit your practice** Narrowed to the firms serving the clients you want more of. **A starting plan** The first partnerships we'd pursue, and why. 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. 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 ## Talk to CNXTNS - Book a free 30-minute discovery call: https://cnxtns.com/#book - Email: jeremy@cnxtns.com - Free AI Readiness Checker: https://cnxtns.com/#ai-check