Compound

Compound A seamless, scalable client acquisition solution.

Compound is thrilled to be welcoming some new team members this month! 🎉⁣⁣First off, with two decades of experience in s...
12/11/2024

Compound is thrilled to be welcoming some new team members this month! 🎉⁣
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First off, with two decades of experience in strategic communications and public relations, we're excited to introduce a senior leader who brings an exceptional depth of expertise and a proven track record of success with top-tier brands. ⁣
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🌟 Mary began her career at the global PR powerhouse Weber Shandwick, spending nine years supporting high-profile financial services and consumer clients, including the U.S. Census Bureau and iconic General Mills brands. She later served as a key member of the consumer PR team at ICF Next, where she played a leading role in managing the BISSELL account. She executed PR and influencer programs for new product launches, supported philanthropic initiatives, and cultivated ongoing earned media opportunities. Additionally, she supported PR efforts for Blue Bunny Ice Cream, driving media engagement and interest throughout the year.⁣
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Her ability to create meaningful connections between brands and audiences aligns perfectly with Compound’s mission to drive growth and innovation for our clients. Welcome, Mary—we’re excited to have you on board! 🚀

👉 When prospects are made aware of your firm, do they have compelling reasons to engage?👉 When clients convert, do they...
05/09/2024

👉 When prospects are made aware of your firm, do they have compelling reasons to engage?
👉 When clients convert, do they have a defined and visible platform to advocate on your behalf?
👉 When partners are introduced to you, do they understand the benefit of driving referrals to your team?

Compound helps advisors harness the power of personalization, modernize marketing strategies, build new client acquisition streams, and fuel growth. We carefully combine the right mixture of elements to build personalized marketing formulas – creating a reaction.

https://thecompoundhq.com/

Exciting news — Compound is growing! We’re thrilled to be welcoming Ami Dalton, CMP, CPT, PPCES to our senior leadership...
08/10/2023

Exciting news — Compound is growing! We’re thrilled to be welcoming Ami Dalton, CMP, CPT, PPCES to our senior leadership team as our VP of Client Experience. Her strategic thinking, communication, and project management skills are welcome additions as we expand our offerings and deepen our client relationships. As a marketing veteran and experienced consultant, Ami has planned, coordinated, and flawlessly executed initiatives for Microsoft, Hilton, United Way, and more. She’s all about efficiency, exceeding client expectations, and ensuring everything is always on track. We’re grateful for her big-picture planning and refreshing attention to detail that will keep clients informed, engaged, and excited about what’s to come. Her worst nightmare is a missed deadline, and her ultimate goal is to wow every client we have the honor of working with.

Welcome to the team, Ami!

Trusted by financial institutions, local firms, and independent advisors nationwide, Compound's seamless and scalable cl...
09/14/2022

Trusted by financial institutions, local firms, and independent advisors nationwide, Compound's seamless and scalable client acquisition solution drives ROI across the entirety of the client acquisition funnel. ⁣
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Our symposium continues in Seattle the week of September 26th. If you’re a financial services industry professional looking to 3x your AUM, join us for an evening of cocktails and conversation. ⁣
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Email us at [email protected] for details!

If you're a financial industry professional looking to drive growth within your business, the Compound team can help. 🎯 ...
05/31/2022

If you're a financial industry professional looking to drive growth within your business, the Compound team can help.

🎯 You'd like to produce a consistent flow of new leads to the firm.
🎯 You'd like to convert more of the right clients.
🎯 You're struggling to stand out from the competition.
🎯 You'd like to provide growth opportunities for others in your firm.
🎯 You don’t have the time or experience to execute an effective marketing strategy.

Serving enterprise brands and individual offices across the banking, financial advisory/wealth management, insurance, legal and tax/accounting sectors, Compound provides customized, flexible, compliance-ready marketing solutions that help build awareness, generate leads, engage prospects, and drive client acquisition.

www.TheCompoundHQ.com

“I love being able to learn from and work alongside people from all disciplines. My input is valued, regardless of the t...
05/27/2022

“I love being able to learn from and work alongside people from all disciplines. My input is valued, regardless of the topic. At Compound, I'm never limited by my role.”

-Elise Walker, Designer

Project Spotlight: Enabling revenue growth for financial advisors.Financial advisors across the country are all battling...
05/27/2022

Project Spotlight: Enabling revenue growth for financial advisors.

Financial advisors across the country are all battling for the hearts, minds, and 401(k)s of the millions of Americans planning for retirement. Our client had big goals for expanding its business to a broader audience segment but lacked the ability to support its effort across a distributed team of 10,000+ advisors. To help them realize this goal, we developed a solution that would be non-intrusive for participating advisors, personalized for each practice, and results-oriented for office locations across nearly all 50 states.⁣
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Learn more:
https://thecompoundhq.com/project-referral-marketing/

Online and mobile have become the channels of choice for most prospects and, as consumers continue to seek out contactle...
05/27/2022

Online and mobile have become the channels of choice for most prospects and, as consumers continue to seek out contactless evaluation methods, a behavior shift is likely to endure. Financial industry professionals that innovate with personalized digital-led experiences will establish a strong advantage. ⁣
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Compound provides customized, flexible, compliance-ready marketing solutions that help industry professionals build awareness, generate leads, engage prospects, and drive client acquisition. ⁣
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Learn more: www.TheCompoundHQ.com

Compound delivers solutions across the entirety of the client acquisition funnel, from awareness through advocacy. Ser...
05/27/2022

Compound delivers solutions across the entirety of the client acquisition funnel, from awareness through advocacy. Serving enterprise brands and individual offices across the industry, we provide strategy, operations, digital, and technology solutions customized to the needs of each client. 🚀⁣
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Learn more at TheCompoundHQ.com

“I enjoy working closely with knowledgeable, passionate people that aren't afraid to take on complex business problems.”...
05/27/2022

“I enjoy working closely with knowledgeable, passionate people that aren't afraid to take on complex business problems.”

- Mary McDermott, Designer

Project Spotlight: Modernizing a wealth management brand.⁣⁣As an independent firm, Bane O’Leary isn’t able to rely on ...
05/27/2022

Project Spotlight: Modernizing a wealth management brand.⁣
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As an independent firm, Bane O’Leary isn’t able to rely on the marketing budget or brand recognition of a nationally recognized financial institution. So, standing out in a competitive industry means keeping their brand’s messaging and identity relevant to the prospective clients they hope to serve—without leaving their existing client base in the dust. Through a fully-integrated marketing mix, we've been able to establish Bane O’Leary and an honest, transparent partner for the clients’ financial well-being and retirement goals—one that didn’t hide behind vague platitudes and jargon. ⁣
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Learn more:
https://thecompoundhq.com/project-wealth-management-brand/

"Compound embraces a fast paced, intense but fun, and collaborative culture. Meaningful work, constant learning, brillia...
05/27/2022

"Compound embraces a fast paced, intense but fun, and collaborative culture. Meaningful work, constant learning, brilliant people, and core values that promote quality, creativity, and opportunity in everything we do."

Amy Hanley, Designer

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Wayzata, MN
55391

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