This quite literally the million-dollar sales letter.

Research. Enrich. Reach. Reactivation.

If you’re an independent financial advisor and you’re not adding at least $500K in new AUM this year, you’re leaving millions on the table over your career.

I don’t say this to hype you up—I say it because I’ve built the exact system that does this.

Here’s the problem:

Your CRM is a gold mine of untapped revenue.

You already have leads sitting there—hundreds, maybe thousands. But most advisors:
❌ Never follow up.
❌ Stop reaching out too soon.
❌ Don’t personalize outreach.
❌ Don’t even have a real outbound system in place.

Meanwhile, the top advisors don’t rely on referrals and hope.
They have an automated client-acquisition system that generates consistent meetings with high-net-worth prospects.

Kompound:
The Revenue Engine for Independent Advisors

Turnkey Client Acquisition, 100% Done-For-You

We’ve built a bulletproof outbound machine that identifies ideal leads and revives old leads, when they are ready, enriches their data, contacts them when it is right, nurtures leads, and books meetings on autopilot.

✅ We book your first 5 meetings in 14 days.
✅ We reactivate ‘dead’ leads in your CRM and turn them into new clients.
✅ We find, reach and book meetings with high-net-worth prospects.
✅ We enrich your data to get you the best details you can imagine to reactivate leads and clients.
✅ We automate your outreach so you never lift a finger.

How We Get You $500K+ in New Business

We combine AI-driven prospecting, multi-channel outbound automation, and real-time buying signals to book you 5-10 qualified meetings per week with the right prospects.

1) Outbound Sales Engine

• We find the right prospects (leads) and enrich that data.

• We write expert-crafted outreach messages that get responses.

• We book meetings directly on your calendar.

• You present and close.

2) CRM Lead Reactivation

• We mine and enrich your existing leads (and clients) and revive the ones who went cold.

• Our hyper-personalized reactivation campaigns turn old leads into new clients.

• Most advisors recover at least 5-10 clients just from this.

• We automate follow ups, social monitoring for life events and reasons for automated meaningful re-engagement.

3) Advanced Revenue Triggers

• We track real-time buying signals (job changes, liquidity events, funding rounds, stock sales).

• The second a high-net-worth individual is ready to move money, we trigger outreach.

• Never miss another opportunity again.

Why This Works Every Time

Our tech stack is the most advanced in the game:

✅ Automated lead sourcing, data enrichment, and workflow automation.
✅ Multi-channel outbound automation at scale (LI, SMS, email, X and others).
✅ LinkedIn outreach that actually gets responses.
✅ Ringless Automated Voice Messages to engage leads to call you.
✅ Automated SMS (text) to engage and start conversations.
✅ Automated Video Messages to increase personal connections and responses.
✅ Seamless integrations across all your existing systems (CRM, marketing, compliance reporting).
✅ Custom dashboards so you can easily track engagement, opportunities, and revenue in real time.

Everything runs in the background while you focus on closing deals and enjoying the business and lifestyle you have built.

What’s The Catch?

We don’t work with everyone.
If you’re not serious about scaling, we’re not a fit.
We only work with financial advisors who want to add $500K-$1MM+ in new business this year—and are ready to work with the experts to do it for them.

If that’s you, here’s the deal:

🚀 We promise the highest quality data enrichment in the business.
🚀 We book your first 5 meetings in 14 days.
🚀 We promise to protect your market (one advisor /city /year).
🚀 We do everything - You don’t lift a finger.
🚀 You close more business and grow your AUM.

Want to Close More Business on Autopilot?

Click here to Meet a Kompound Expert.

Spots are limited. We only work with ONE industry professional per city in a 12 month period.
The best advisors act fast. Others? They stay stuck, waiting on referrals while their competition prints money.

Meet with a Kompound Expert Today [Click Here]

Contact Us. If you have any questions or concerns about this, please contact Kompound Customer Success at hello@getkompound.com or meet with our experts [use this link]. We are committed to Kompound your success with automations and ai enrichment, personalization, outreach, reactivation and new revenue.