AcquireUp

10/13/2026

In a world that doesn’t trust, the advisors who win are the ones brave enough to share themselves.

Not their credentials. Not their track record. Themselves.

Here’s what we’re seeing: the advisors scaling right now aren’t hiding behind data or polish. They’re leading with their story. And it’s working.

Their close rates are climbing. Their seminars are converting at rates they didn’t think were possible. Clients are walking in already decided.

Why? Because people don’t choose advisors based on who knows the most about markets. They choose based on who they trust. And trust comes from connection. Connection comes from vulnerability.

Bo Eason just showed a room full of advisors exactly how this works. He broke down the framework, the psychology behind it, and how to apply it to your seminars starting tomorrow.

If you’re curious how some advisors seem to have figured something out that you haven’t, the answer might be simpler than you think.

Watch the free webinar recording. See what they’re doing differently.

[Watch the Recording] -> https://hubs.li/Q04B0WFT0

What’s your take? Are you leading with data or with story?

10/06/2026

Trust is currency in financial services. And in a world where it's eroding fast, the advisors winning are the ones brave enough to be vulnerable.

They're not hiding behind data. They're not over-polishing their pitch. They're sharing their story.

Here's what happens when they do: close rates go up. Client acquisition accelerates. Their businesses scale.

Bo Eason just broke down exactly why this works and how to apply it to your seminars. He's worked with thousands of advisors. He's seen the pattern firsthand.

Your story isn't a liability. It's your competitive advantage.

Watch the free webinar recording to see how the advisors at the top are using storytelling to build trust and scale their practices.

[Watch the Webinar Recording] https://hubs.li/Q04zl0kS0

10/05/2026

Most advisors treat their 2027 calendar like a to-do list. One seminar happens. Momentum builds. Then crickets for 6 months.

What if instead it became a system?

Here's the thing: advisors who run seminars on a set cadence don't just get better results. They get smarter results.

The difference between a one-off campaign and a growth engine isn't about frequency. It's about whether your calendar is working for you or you're working around it.

We broke down exactly how to build one. Step by step. Including why summer's your secret weapon and how to stop starting over every time growth feels urgent.

Read the full guide and grab the free 2027 Seminar Planning Calendar to see what excellent dates and seasonal openings actually look like.

Read full guide here! → https://hubs.li/Q04z9lsm0

Learn how financial advisors build a seminar marketing system that creates compound growth throughout 2027 instead of resetting after campaigns.

09/30/2026

Most advisors are betting on the wrong thing.

88% lean on referrals. 64% on centers of influence. And seminars? 9th place. Dead last by adoption.

Except seminars pull the second biggest revenue share of any tactic on the list.

While everyone's chasing what's popular, the money's in the one almost nobody's running.

Watch this breakdown of why that gap actually exists. And more importantly, how to cross it.

The advisors pulling ahead aren't sitting around waiting for the next referral. They're building a system that turns seminars into their most consistent new client channel. They're running circles around the rest.

Book a demo to see what that system actually looks like for your practice. This isn't theory. It's 32,000-plus seminars' worth of proof.

09/29/2026

🌊 Masterclass 2027 is Coming 🌊

Three days at the Opal Resort in Clearwater Beach. Same incredible energy. New level of insights.

📅 March 3-5, 2027
📍 400 Coronado Dr, Clearwater Beach, FL

Early bird registration opens October 15th — and spots fill fast.

Register to Save Your Seat → https://hubs.li/Q04yBp-10

Be first in line for early bird pricing.

09/24/2026

We understand you don't get paid for seminar attendance. You get paid for what happens after the room clears.

In The Seminar Machine series Brad Gotto shares what he does differently:
He starts building the post-seminar follow-up from the very first words out of his mouth at the event.

He shares every step of the follow-up process that converts 60%-70% of the room.

Watch The Seminar Machine free bring your note pad

📝 → https://hubs.li/Q04yf92Q0

09/23/2026

Referrals feel like a growth strategy. They're really just a waiting game.

In his latest post, our CEO Greg Bogich breaks down why. Once you strip out acquisitions, new-advisor hires, and custodian referrals, industry-wide organic growth sits closer to 0 to 1.5% a year. That's not growth, it's survival. Only about 21% of RIAs ever break into double-digit organic growth.

Greg's take: referrals are a fishing rod. You wait, you hope, and if the timing lines up, you catch one fish. Seminar marketing is a net. It's proactive, and it decides the volume and the schedule instead of waiting for one.

Read the full breakdown on what separates the firms pulling ahead from the ones still waiting on the riverbank.
👇
https://hubs.li/Q04y4wCq0

09/18/2026

Real talk: over half your new clients (54.2%, per Cerulli) probably didn't find you. Somebody referred them. A client, a friend, a custodian doing you a favor.

Cool channel. Not your channel.

Custodians change the rules whenever they feel like it (looking at you, Schwab). Referral partners retire, get acquired, or just stop calling. None of that is yours to control.

The advisors who never sweat it are the ones who built their own growth engine instead: seminars they run, under their own name, generating clients on repeat.

That's the whole idea behind AcquireUp.

Book a demo and see what that looks like for your practice. → https://hubs.li/Q04xNVQf0

09/16/2026

Most advisors book a venue three weeks out, pick whatever topic feels safe, and cross their fingers.

The advisors who actually grow have already mapped their whole year.

We built the 2027 Seminar Planning Calendar from 40 years of running seminars nationwide. Best dates to book. Dates to avoid. The topics that perform each month.

It's free. Grab it, and build 2027 on purpose instead of by accident.

Download the free 2027 Seminar Planning Calendar → https://hubs.li/Q04xFVtJ0