AcquireUp

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

05/27/2026

Imagine walking out of the a seminar with $21,000 more in first-year revenue, running the same seminar, with the same attendees, in the same room.

That's not a typo. It's what happens when you add estate planning documents to the mix. Campaigns that delivered 5:1 ROI start delivering 9:1. $31,500 becomes $52,500. Same room. Bigger paycheck.

This is the Estate Planning Stack. It is the only turnkey estate planning seminar system in the industry. We built it with Wealth. com, and you literally can't get this combination anywhere else.

June 3rd, 1PM ET | Turn Estate Planning Seminars Into a Scalable Growth Engine

Register → https://hubs.li/Q04hXRMk0

Staying informed shouldn't feel like a second job. But for most advisors, it does. We built something for advisors who w...
05/25/2026

Staying informed shouldn't feel like a second job.

But for most advisors, it does.

We built something for advisors who want to stay ahead without the grind.

Introducing HeadsUp, a free weekly newsletter curated specifically for financial advisors.

Every week, one short email covering:

➡️ Fintech and financial advisor industry news
➡️ Regulatory updates that affect your practice
➡️ Market trends worth paying attention to
➡️ Growth and business insights

No clickbait. No filler. Takes 5 minutes to read and saves you hours of sorting through noise.

It's completely free and our way of investing in the advisor community, whether you're an AcquireUp client or not.

Subscribe today! https://hubs.ly/Q04hK4FC0

We built something for advisors who want to stay ahead without the grind. Introducing HeadsUp, a free weekly newsletter ...
05/22/2026

We built something for advisors who want to stay ahead without the grind.

Introducing HeadsUp, a free weekly newsletter curated specifically for financial advisors.

Every week, one short email covering:

- Fintech and financial advisor industry news
- Regulatory updates that affect your practice
- Market trends worth paying attention to
- Growth and business insights

No clickbait. Takes 5 minutes to read and saves you hours of sorting through noise.

It's completely free and our way of investing in the advisor community, whether you're an AcquireUp client or not.

Subscribe today! → https://hubs.li/Q04hFcCY0

05/21/2026

"You don't have to be an estate planning attorney to run a room on it."

Brad Gotto at Fiat Wealth will tell you himself: "I didn't feel he could deliver the information."

And yet? Estate planning workshops have become one of his highest-performing topics.

Here's the shift most advisors miss: you don't have to own the entire subject. You just need to know enough to open the conversation, how assets move at death, the basic concepts, the practical financial decisions families actually face. That's the room you're already qualified to lead.

Brad's goal for this year is to use estate planning workshops to start building relationships with the next generation, his clients' children and grandchildren.

Clients are already talking about estate planning, the question is are they having that conversation with you or with someone else?

05/19/2026

"My entire growth strategy is AcquireUp."

$3M to $25M. That's the result. But it's not the whole story.

He grew up watching his mom time the mortgage check to the last possible day. Christmas ran on a car insurance rebate. His dad worked federal law enforcement to keep four kids in Catholic school. They made it work because they had to.

Years later, he sat across from clients living that same story, and something clicked. This wasn't just a career anymore. It was personal.

That's the kind of advisor who changes lives in the room. Not because of a script, but because of where they've been.

The system gets you in front of the right people. What you bring to the table is yours.

People don't just hear your presentation, they feel it. They're reading your energy, your confidence, your realness befo...
05/13/2026

People don't just hear your presentation, they feel it.

They're reading your energy, your confidence, your realness before you say a single word.

That's what Molly Pierce, CEO of Track That Advisor, nailed when she said it:

"Do what you feel confident presenting on. Do what's authentic to you. This is a human-to-human environment, people will sniff it out if it's not real."

She's right. And if you've ever sat in a room where the presenter was going through the motions? You already know.

The advisors who win the room aren't the ones with the flashiest slides. They're the ones who show up as themselves, clear on what they believe, comfortable in how they say it, and genuinely there for the people in front of them.

That's not a soft skill. That's your edge.

Your next event is a chance to put that into practice. Own it.

The advisors who grow the fastest aren't the ones with the biggest marketing budgets.They're the ones who figured out it...
05/12/2026

The advisors who grow the fastest aren't the ones with the biggest marketing budgets.

They're the ones who figured out it's a formula.

Neal McGrath, Wealth Advisor at Carson Wealth, said it better than most:

"I think it really clicked when I decided it was a formula. I could spend X amount of dollars and get Y in results. And it was just math."

That shift in thinking changes everything.

Most advisors treat seminar marketing like a mystery, throw something at the wall and hope it sticks. Neal treated it like a business decision. Input, output, repeat.

When you stop guessing and start measuring, seminar marketing stops feeling like a cost and starts acting like a lever.

The formula exists. The question is whether you're using it.

Want to see the formula? Let's talk.
https://hubs.li/Q04fGcJn0

05/11/2026

Not everyone in the room is ready to say yes.

20% already are. 10% never will be, doesn't matter what you say or what you know.

The other 70%? That's where most advisors leave money on the table.
They came for the education. They've got real problems. The pain just isn't loud enough yet to make them move.

So the question isn't how do you close the room, it's how do you stay in front of that middle 70% so that when life gets loud, you're the first call they make?

That's not a pitch. That's a system.

Read more about the follow-up system that turns attendees into clients:
https://hubs.li/Q04fFkH80

You can deliver a flawless presentation and still leave with empty appointment slots.Not because your content was weak. ...
05/08/2026

You can deliver a flawless presentation and still leave with empty appointment slots.
Not because your content was weak. Because the room never felt safe enough to say yes.

Behavioral psychology isn't a soft skill anymore, it's the difference between a full calendar and a quiet follow-up week.

We put together a free guide that shows you exactly how to build trust, create momentum, and get more prospects to take the next step, without pressure tactics.

Download The Psychology of the Yes and keep it close before your next event.
https://hubs.li/Q04f7Qbl0

05/05/2026

Five years ago: $70M in assets. Waiting for the phone to ring.

2025: $100M brought in. One year. On purpose.

The difference wasn't luck. It wasn't the market. It was a decision, to stop waiting and start building a real plan to bring in clients.

That's what a marketing strategy actually does. It doesn't just grow your numbers. It gives you the power to choose who you work with.

That's the kind of practice you build when you stop reacting and start leading.

05/04/2026

One seminar. $22,500 in new revenue.
That's not the ceiling, that's where the math starts.
Watch what happens when advisors turn seminars into a system.

Are you ready to turn seminars into your growth engine? https://hubs.li/Q04f2zJc0

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

Telephone

+18449499497

Website

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