Large asset base Position Compass Financial Partners as a gateway to Marsh & McLennan Agency’s expanded retirement assets, highlighting potential cross-sell of fiduciary services and integrated retirement program consulting to mid-market employers in Greensboro and beyond.

Acquisition heritage Leverage the firm’s history as part of MMA with a track record of growth through acquisition to identify target mid-market clients seeking scalable retirement solutions and enhanced fiduciary support through a larger platform.

Recognition and credibility Emphasize awards and recognition (Top 100, Top Institutional Consultant) to open conversations with prospective clients about benchmarking, governance, and program quality, differentiating from smaller boutique firms.

Integrated services Highlight the combined capabilities of retirement plan consulting, investment advisory, and fiduciary services under MMA, offering bundled solutions that reduce compliance risk and improve plan outcomes for employers.

Technology footprint Point to the firm’s tech stack (web analytics, secure platforms) as a foundation for digital engagement and streamlined plan administration, presenting opportunities to modernize clients' retirement programs with data-driven insights.