Discover the Secret to Partnering with CPA’s
(in under 6 minutes)

You’ll Learn…

- Why most advisors struggle to partner with CPA’s

- How to set yourself apart from other advisors

- Why the “referral” model just doesn’t work

- How to maintain contact with CPA’s without being annoying

- A proven method for effectively connecting with new CPA’s

- How to build meaningful and profitable relationships with CPA’s

- And more…


The Whole Story

Membership includes all of the following benefits:

  • CPA Marketing Portal

    CPA Marketing Portal

    Your membership includes a personalized web portal with customized content that attracts CPA's to you and builds your credibility.

  • Customized Videos

    Customized Videos

    Two unique videos on advanced tax planning topics added to your website each month branded specifically to you.

  • Mentoring and Coaching

    Mentoring and Coaching

    With Advisor2CPA, you'll never be alone! Personal mentoring and coaching is available on a regular basis. Speak directly to an experienced RIA!

  • Monthly Conference Calls

    Monthly Conference Calls

    Training provided every month via live conference calls. Ask questions and get the answers you need.

  • Case Development

    Case Development

    Leverage our experience and our resources in order to assist your CPA's with advanced tax planning strategies.

  • Email Marketing

    Email Marketing

    Our turn-key email marketing keeps you in front of CPA's in your local area on a regular basis. We do the work, you focus on your practice.

CPA's Are Looking to Partner with Experienced Advisors

We'll show you how to connect with them.

“What people really need is a partner… a financial confidante to talk to them about what is going on in their businesses.”
Eric Rigby, CPA/PFS/CFF
Eric Rigby, CPA/PFS/CFF
Rigby Financial Group
“The CPA acts as a relationship manager between clients and network professionals. Having a network in place makes the CPA firm a one-stop shop”
Lindsay Ferguson, CPA
Lindsay Ferguson, CPA
As Published in the Journal of Accountancy, May 2012
"Part of maintaining your role as a client’s trusted business adviser means acting as the client’s quarterback and having a network of professionals to engage when connecting the client with the appropriate specialist."
William Pirolli, CPA/CFF/PFS
William Pirolli, CPA/CFF/PFS
DiSanto, Priest & Co., Warwick, RI

Got Questions? Need Immediate Assistance?

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