We identify the CPAs, attorneys, and other COIs who'll actually refer back, and turn them into long-term partners that produce quarter after quarter.
We know every CPA in your market. We find the best partners, exclusively for you.
The gold calendars are introductions we've already booked for you. Qualified, briefed, confirmed. You just show up.
Most advisors find partners by asking around. A handful of conversations out of thousands. The ones you find usually have conflicts or existing advisor relationships. No number of lunches changes a bad fit.
TradesMark® isn't a lead service. It isn't a marketing agency. It isn't a referral program. It's a proprietary partnership engine, built and delivered exclusively to you.
Every CPA, EA, and COI in any zip code, identified through our proprietary database. While other firms fish in the same top-ranked Google results every advisor is calling, we work from the full universe, including the non-obvious CPAs with $500M of referrable AUM sitting on a Hotmail address.
250,000+ conversations per month. We screen every prospect for genuine willingness to refer, not just technical competence. Being a good accountant and being a good partner are two different things. We filter for the second, then position you using language pressure-tested across dozens of nine-figure CPA relationships.
Getting the meeting is the easy part. Building a partnership that consistently produces referrals is where most efforts quietly die. We've spent years figuring out exactly what works, so you don't have to: follow-up cadence, what to share and when, the right way to structure the economic relationship (typically a 20% revenue share, framed as B2B networking for clean broker-dealer compliance), and how to engineer that critical first referral so the relationship has real evidence behind it.
One advisor per territory, per COI type, per client profile. Every CPA we introduce to you is permanently blocked from future outreach we do for anyone else. Your pipeline compounds year over year, with no competing advisor in your market ever gaining access to the same relationships through us.
We've had a great experience working with TradesMark. They provided introductions and scheduled meetings with CPAs who are genuinely interested in networking with advisors like us. It's been a seamless process, and we've added several professionals to our network. Well worth it.
I had zero referral partnerships when we started. Now I have agreements with six CPAs and trust attorneys across multiple states. They understand RIAs better than any marketer I've talked to.
You did exactly what you said you would. The calls were booked, the follow-ups were handled, and I got a great variety of CPAs to refer my clients to. 10 out of 10 on everything you said you'd deliver.
You make it easy. The authenticity of the people I'm speaking with is amazing. They've been clearly briefed. I'm an introvert, and to have a matchmaker like this was perfect.
Twenty-nine years in this business and I've never seen anything like this. Every meeting was teed up properly. They came in already expecting a reciprocal relationship. That's huge.
We've had a great experience working with TradesMark. They provided introductions and scheduled meetings with CPAs who are genuinely interested in networking with advisors like us. It's been a seamless process, and we've added several professionals to our network. Well worth it.
I had zero referral partnerships when we started. Now I have agreements with six CPAs and trust attorneys across multiple states. They understand RIAs better than any marketer I've talked to.
You did exactly what you said you would. The calls were booked, the follow-ups were handled, and I got a great variety of CPAs to refer my clients to. 10 out of 10 on everything you said you'd deliver.
You make it easy. The authenticity of the people I'm speaking with is amazing. They've been clearly briefed. I'm an introvert, and to have a matchmaker like this was perfect.
Twenty-nine years in this business and I've never seen anything like this. Every meeting was teed up properly. They came in already expecting a reciprocal relationship. That's huge.
TradesMark produces warm, pre-qualified introductions to CPAs, attorneys, and other COIs in your market, then runs the proven playbook that turns each one into a durable referral partnership. These are relationships built to compound quarter after quarter, not contact lists or transactional handoffs.
A Center of Influence is a non-competing professional whose clients are also a fit for your services, and who is in a position to refer those clients to you. For RIAs and wealth managers, common COIs include CPAs, EAs (Enrolled Agents), estate attorneys, divorce attorneys, business brokers, bookkeepers, fractional CFOs, and property and casualty insurance agents. The strongest COI relationships are reciprocal: each professional refers to the other when there is a fit.
The most effective CPA referral partnerships are built deliberately, not informally. The process involves identifying CPAs whose client base matches your ideal client profile, opening the conversation in a way that frames the relationship as reciprocal from the start, structuring the economics (commonly a 20% revenue share, framed as B2B networking for broker-dealer compliance), and following a deliberate cadence in the first months after introduction so the relationship produces evidence of value before momentum fades. TradesMark runs this entire process end-to-end.
Most CPAs don't reciprocate referrals to financial advisors for one of four reasons: they have an existing exclusive arrangement with another RIA, they have a family conflict (a spouse or sibling is an advisor), they run their own wealth management arm internally, or the relationship was never structured to make reciprocation a clear and easy action. TradesMark screens out the first three before introducing, and addresses the fourth with our partnership playbook.
Our average client manages over $1B in AUM, though we've worked successfully with firms below that as well. Fit depends on your specific market, client profile, and growth goals. A strategy call is the best way to know for sure.
Warm introductions begin within the first week. Most clients formalize 5–6 new producing referral partnerships per quarter, with new exclusive COI introductions continuing every quarter.
Yes. We've already run approved campaigns for our existing clients at most major broker-dealers, and we can make any compliance modifications your firm's specific process requires during onboarding.
TradesMark works with over 50 types of centers of influence, including CPAs, EAs, estate attorneys, divorce attorneys, business brokers, bookkeepers, fractional CFOs, property and casualty insurance brokers, and many others. Each engagement is tailored to the COI types most likely to refer clients matching your firm's ideal profile.
No. We build your target list from scratch using our proprietary database. If you have existing relationships you'd like prioritized or excluded, we'll incorporate them.
We always recommend starting with a pilot so you can see our process firsthand and get real results before ramping up. Think crawl, walk, run. Pricing is scoped to your specific market and goals, and the strategy call is where we figure out the right starting point for your firm.
On a 30-minute call we'll review your geography, target professional mix, and whether a TradesMark engagement is likely to produce results for your firm. No pressure, no slide deck.