The Referral Network That Feeds Your AUM
Profitable Connections introduces South Florida financial advisors and wealth managers to estate planning attorneys, CPAs, and family office principals who already serve your ideal clients — through facilitated, one-on-one introductions.
Find an Event Near YouYour Ideal Referral Partners Are Already in the Room
The best financial advisors do not cold-prospect. They build referral relationships with the professionals who already serve their ideal clients. Here is who you will meet.
Estate Planning Attorneys
Estate planning attorneys work with high-net-worth individuals who need comprehensive financial planning. When they draft a trust or update a will, they often discover their client has no financial advisor — or needs a better one. You want to be the advisor they call.
CPAs & Accountants
CPAs prepare tax returns for clients with $5M, $10M, or $50M net worth — clients who may have no financial plan, an outdated plan, or an advisor they have outgrown. When a CPA sees that gap, they need a wealth manager they trust to fill it.
Family Office Principals
Family office principals manage multi-generational wealth and regularly need specialized advisory services — investment management, estate planning, philanthropic strategy. Building relationships with family offices opens doors to the highest-value client relationships in the industry.
Why This Matters for Financial Advisors
The most successful financial advisors and wealth managers do not rely on cold calling, seminars, or digital marketing to grow their book. They build referral relationships with the professionals who already sit across the table from their ideal clients — estate planning attorneys, CPAs, and family office principals. When a CPA prepares a tax return for a $5M net worth client with no financial plan, they need someone to refer to. When an estate planning attorney discovers their client's investment portfolio is misaligned with their estate plan, they need an advisor they trust. The question is whether they will think of you.
Profitable Connections places you in a room with these exact professionals and facilitates the introductions so you do not have to work the room, make small talk, or hope for the best. Every conversation is intentional. Every introduction is matched. And after the event, you receive a complete attendee directory so your follow-up starts immediately.
Whether you manage $10M or $500M in assets, the referral relationships you build here have the potential to be the most valuable business development activity on your calendar.
What Financial Advisors Are Saying
"What a great event coordinated for like-minded professionals in the community looking to connect and add value to their client relationships. I look forward to future events."
★★★★★ Google Review
"This is a great group of professionals to network with, and a well-organized event! Highly recommended!"
★★★★★ Google Review
Free Guide: 10 Tips for Profitable Networking
Proven strategies to build meaningful connections, generate referrals, and grow your advisory practice. Whether you attend our events or not, these tips will change how you network.
Get the Free GuideFrequently Asked Questions
What AUM level are attendees typically managing?
Attendees range from advisors building their practice to wealth managers overseeing eight-figure portfolios. Many focus on high-net-worth and ultra-high-net-worth clients. The professionals you meet — estate planning attorneys, CPAs — tend to serve clients with significant assets, which means their referrals match the client profile you are looking for.
Are insurance professionals welcome?
Yes. Insurance professionals, including life insurance specialists and benefits consultants, attend regularly. Many of the referral partnerships that form here involve financial advisors and insurance professionals co-serving the same clients.
Is this a selling environment?
No. This is a referral partnership environment. You are not pitching your services to potential clients in the room. You are building relationships with professionals who serve the same clients you do — attorneys, CPAs, family office principals — so they refer to you when the need arises.
Join Our Community
Stay connected between events. Join our WhatsApp and Facebook groups to share referrals, ask questions, and build relationships with South Florida professionals.
Business Professionals
For all business owners, executives, and professionals looking to build referral partnerships across South Florida.
Attorneys
Exclusively for attorneys building cross-practice referral partnerships with other legal and financial professionals.
The Attorneys and CPAs Who Serve Your Ideal Clients Are in the Room
Stop cold-prospecting. Start building the referral relationships that feed your AUM year after year.
Find an Event Near You