AcquireUp

AcquireUp Premier growth partner for financial professionals. We drive measurable net new asset growth through high-performing live seminars and workshops. 🚀

09/01/2026

Let's be honest: nobody has the bandwidth for 15 different fintech newsletters. That's basically a part-time job. So we built Headsup. One email, once a week, only the stuff actually worth your time. No clickbait, no newsletter guilt trip sitting unread in your inbox. Drops every Thursday. Subscribe now so future-you doesn't have to catch up later. You're welcome in advance. 😅

Subscribe here! https://hubs.li/Q04w5Dyv0

08/24/2026

Once an advisor completes six events, they tend to stick with seminars as their growth system.

Some advisors hit that ROI threshold in just one or two events, especially if they're already comfortable in front of a crowd. Others take a bit longer to warm up. But six is the consistent tipping point.

In a recent conversation on The Advisor Summit podcast, AcquireUp CEO Greg Bogich sat down with Molly Pierce, CEO of Track That Advisor, to talk about what actually keeps advisors engaged long term.

The one non-negotiable factor: you have to be growth-minded. If growth isn't the goal, this approach isn't the right fit.

Talk to a Marketing Consultant and Start building your seminar growth engine ™ today. https://hubs.li/Q04rSDsY0

08/19/2026

Your clients are already asking about estate planning. Here's how to bring it up with confidence and lead the conversation without stepping outside your lane. Watch the full webinar on demand. Link in bio. 🔗 https://hubs.li/Q04r-HHX0

08/18/2026

“It blows me away that anyone shows up, let alone people with more than $1 million. But they keep doing it! Over and over and over again." — Brad Gotto

Almost 30 events. Average case size: $3.5M+. The data speaks for itself.

08/17/2026

Here's your stack with AcquireUp:

Prospectix - our proprietary targeting tool, pulling fresh data from the three largest data compilers every month. 10-20% of what it surfaces are unique records advisors won't find anywhere else.

Direct mail + digital + email - because your ideal client doesn't engage one way. We meet them wherever they're paying attention.

LeadJig - tracking every response in real time, so you know who's walking into the room before you ever shake a hand.

The result, straight from Nick's talk: one recent campaign targeted 7,200 households and delivered 94 registrations, real prospects, matched to the advisor's brand and ideal client profile.

That's the difference between a full room and the right room. More investable assets. Fewer wasted handshakes.

08/14/2026

The $5–10 million client is harder to close than the $10–20 million client. Brad Gotto's found it consistently.

Here's why. The $5–10M crowd has enough money to worry about everything and not enough team around them to help. Lone cowboys, trying to figure it out themselves. The $10–20M crowd already has attorneys, planners, people in place. They know they're fine. They're not nickel-and-diming you over 3 basis points. Their eye's on the big picture, and that makes them the easier client on the back end.

Net worth doesn't make a client harder. Isolation does.

08/13/2026

Read this before your next seminar. It's what actually builds trust in a room full of strangers.

→ One well-placed personal detail in your opening beats your strongest slide of data. People remember how you made them feel before they remember what you said.

→ Asking the room a simple question early, not a pitch, just a question, makes prospects measurably more likely to book a follow-up.

→ Handing out something genuinely useful during the event changes how people feel when they leave, and whether they ever call you back.

None of this is about manipulation. It's about understanding what actually makes someone say yes, and building your process around it instead of fighting it.

We put together everything we've learned on this into one guide: The Psychology of the Yes.

Get inside the mind of your prospects → https://hubs.li/Q04spkNF0

08/12/2026

"I'm not an estate planning expert."

That's the #1 objection advisors raise before running an Estate Planning Stack seminar. Our CMO Derek Janis tackled it head on in our latest webinar with https://hubs.li/Q04spcgh0, and honestly, the reframe is simple:

You don't need to be an estate planning expert. You need to be a wealth planning expert. And you already are.

Here's how it breaks down:

📌 Stay in your lane. https://hubs.li/Q04spcgh0 handles the estate planning details and document creation. You guide clients through protecting and transferring their wealth.

📌 Nothing starts from scratch. The Estate Planning Stack comes with two done for you presentations, battle tested across hundreds of seminars.

📌 You're never doing it alone. Scripts, materials, everything, ready to deploy right out of the box.

Bottom line: you don't have to become a legal expert overnight. You just have to guide the conversation. https://hubs.li/Q04spcgh0 handles the rest.

Want to see how it works?

Talk to a Marketing Consultant today about adding estate planning to your campaign strategy. https://hubs.li/Q04splNy0

08/10/2026

Segmentation isn't extra work. It's how you make every dollar work harder.

Earlier this year at our Masterclass conference, Molly Pierce (CEO, Track That Advisor) shared a number worth sitting with: mailers sent for meal-based seminars and mailers sent for educational workshops overlapped by only 10%.

That means 90% of the households responding to one format aren't responding to the other. Two distinct audiences, two distinct sets of needs.

Our 2026 Industry Index confirms it with the benchmarks:
Meal-based seminars: $743K average case size, $4.03 first-year ROI
Educational seminars: $692K average case size, $5.43 first-year ROI

Neither format wins. They're reaching different rooms. Run both, and you're not competing with yourself — you're building a more diversified pipeline, with conversion that improves because the room matches the offer.

Molly's take: do meal seminars, do educational seminars, or do both. It's a higher investment. The math is what makes the case.

Precision is the multiplier. When targeting and segmentation improve, every channel performs better — especially events, where the right room changes everything.

Download the 2026 Industry Index, built using Track That Advisor benchmarks alongside our own internal data: https://hubs.li/Q04r0wMt0

08/07/2026

Advisors keep asking if seminars are dead.
Brad Gotto noticed that the advisors gaining new business, bringing on the most clients, and growing the fastest are the ones still running seminars.

Now he has taken his firm from $27M to nearly half a billion in AUM in six years using seminars. Just the other day, he ran a seminar with 50 people on the waitlist

“If something is working for most people in an industry, that's not a coincidence.” Explained Brad in this three-part webinar series.

Brad and Greg discussed that the advisors calling seminars dead? They might’ve run two, failed to build a system and moved on.

The Seminar Machine is a free webinar series where Brad walks through exactly how he built his.

Watch it free (and bring a notepad). → [link]

Address

3331 W. Big Beaver Road , Suite 100
Troy, MI
48084

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+18449499497

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