Placement Agents
Compliant growth systems built for placement agents who trade in precision and scale with reputation on the line.
Elite Access. Without the Noise.
High-value introductions shouldn’t come with operational headaches. You already know how to close. But you’re done chasing half-warm intros, spending hours qualifying leads, or risking compliance slip-ups from outsourced hacks.
The challenge?
Your dusty Rolodex can only stretch so far. Your time? Even less.
At Compliant Growth, we help top-tier placement agents go beyond their network — without losing their edge.
We design systems that build trust at scale, enrich your pipeline with psychographic precision, and do it all inside FINRA-safe guardrails.
What You’ve Likely Tried
• Email blasts or LinkedIn spray-and-pray.
• Buying lead lists that feel like cold spam.
• Hiring marketers who don’t understand compliance - or capital raises.
• Chasing referrals instead of steering them.
If you're honest, it's not a lack of hustle.
It's that most systems weren’t built for you.
What We Deliver
Growth Audit – $1,500 (48-hr turnaround)
A tactical diagnostic with 50+ enriched leads, FINRA-safe templates, CRM audit, and friction scorecard. Delivered in 48 hours.
Growth Sprint – $3,500 (1-wk turnaround)
Launch a single-channel outbound funnel with 250+ qualified leads, compliant copy, and outreach cadences - fast. A low-risk test drive before deeper integration.
Fractional Growth Ops – $7.5K–$15K/mo
Done-with-you embedded support across GHL/Salesforce, copy, psychographic enrichment, analytics, and funnel ops. You stay in the driver’s seat - we handle the infrastructure.
Compliant Growth Engine – $20K–$80K+
Custom-built, compliance-first infrastructure that combines enriched persona clusters, AI copy systems, CRM optimization, KPI dashboards, and channel orchestration across Email, LinkedIn, and SMS. Build time: 3–6 months.
Why Placement Agents Choose Us
• Psychographic Precision - Our lead targeting uses DISC, OCEAN, and career signals to reduce dead-end convos and improve conversion.
• Built-in Compliance - FINRA/SEC-safe templates, audit logs, and opt-out infrastructure come standard.
• Reputation-First Strategy - No gimmicks, no spam. We scale the trust you’ve already earned - and protect it.
Who This Is For
✔️ Independent placement agents representing multiple managers/funds.
✔️ Institutional rainmakers tired of wasting time qualifying inbound junk.
✔️ Groups managing $250M+ in capital introductions who need leverage.
✔️ Agents ready to scale beyond referral-only deal flow - but who won’t risk compliance to do it.
Trusted by Peers Who’ve Seen Behind the Curtain
“In 90 days, we doubled our qualified calls while staying within our compliance guidelines. These guys know what matters and how to deliver it - quietly.”
— Jason C., Managing Partner, Placement Agent
“Our systems finally match our reputation. I’ve worked with agencies before. This isn’t that.”
— Christoph B., Principal, Multi-Fund Placement Firm
Ready to Scale Without Sacrificing Your Edge?
📩 Request Our 'Placement Capabilities Brief'.
💬 Schedule a Confidential Strategy Session
This is where precision meets leverage.
We’ll help you reach the right LPs - compliantly, consistently, and without wasting cycles.
