Joined September 2016
1,059 Photos and videos
The 2026 Industry Index is here! 📊 500 financial professionals surveyed 📈 Real benchmark data from Track That Advisor 🔁 What's actually driving repeatable net new asset growth Download the Industry Index and pressure-test your 2026 strategy. 🔗 hubs.li/Q048T_Fv0
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Let’s talk. Everyone remembers their first seminar. Some lessons you learn fast. Others come the hard way. What’s one thing you wish you knew before hosting your first one? Drop it in the comments. Someone starting out will thank you. #SeminarMarketing
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Meet Neal McGrath, Managing Partner and Wealth Advisor at Carson Wealth. His keynote, “Skip a Grade, Passing the Test at Scale,” tackles turning seminars into a growth machine. Join us for Masterclass from February 25th to 27th!
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Packed rooms still hit different. 67% of advisors use seminars or workshops to get new clients. The math is mathing. Tag an advisor who needs to see this. 👇 #SeminarMarketing
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Seminar Myths We’re Officially Retiring 🚨 Somewhere out there, an advisor is saying, “Seminars are dead,” while another just filled a room and booked meetings for weeks. Which myth about advisor seminars have you heard? Comment 1, 2, or 3.
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Every advisor has one sticking point. What’s the hardest part when you plan a seminar, filling seats, choosing a topic, follow-up, or something else? Drop it in the comments. Let’s compare notes. #SeminarMarketing #AdvisorGrowth
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31 Dec 2025
As we wrap up another year, we are grateful for every advisor who trusted us to help fill rooms, build momentum, and spark meaningful growth. ✨ Advisors, what intention are you setting for the new year? Tell us below! 👇 #AcquireUp #SeminarMarketing
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23 Dec 2025
Turns out our poker faces need work. Happy holidays from the team that’s always all in, AcquireUp.✨ #AcquireUp
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11 Dec 2025
Some prospects convert quickly, others take years. Kelly Boyd from InvestWise Financial recently connected with a 2016 seminar attendee ready to invest. This underscores the value of consistency! Want to learn more? Message us!
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Our team is in 2026 planning mode: lots of coffee and sticky notes! Here are a few end-of-year marketing ideas to kickstart the new year:
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27 Nov 2025
Happy Thanksgiving from the team that has seen every seminar plot twist imaginable 🦃✨ Today we’re grateful for good food, good people, and a brief moment where nobody has to refresh registration numbers. Enjoy the day friends. You’ve earned the break!
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AcquireUp retweeted
The financial advisory industry was built on cold calls and seminars. And yet, as you'll hear @bogichg, CEO of @_acquire_up share with me in this episode, only about 20% of today's financial advisors are leveraging the power of seminar to grow their business.
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Big news: Host University is now Masterclass by AcquireUp! Your growth isn’t just about seminars — and neither is your learning. Masterclass delivers strategies, insights & experts to power your marketing. 📅 Feb 25–27, 2026 | Clearwater Beach acquireup.com/mc26/save-it
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Happy Independence Day from all of us at AcquireUp! Enjoy the holiday, stay safe, and let freedom ring 🇺🇸✨
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18 Feb 2025
Join us March 12-14 in Clearwater, Florida, for THE premier event designed to help financial professionals like you dominate seminar marketing. Discover why seminars offer unmatched control and the highest ROI for financial advisors. REGISTER NOW: acquireup.com/hu25/social
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13 Feb 2025
In 2025, success is all about quality over quantity: ✅ The net worth & life stage of your seminar audience ✅ Post-event engagement & follow-ups ✅ Long-term client acquisition & retention Read more from AcquireUp’s CMO, Derek Janis: wealthsolutionsreport.com/20…
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17 Jan 2025
It's time you learned how to DOUBLE your seminar ROI! Host University isn't just a conference. It's the ultimate seminar masterclass. Hear from 17 top-producing advisors who are thriving with seminars! Join us March 12-14. Register now: acquireup.com/hu25/social
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10 Dec 2024
AcquireUp is excited to announce @Kirsten Knull as Chief Revenue Officer! With experience in sales, marketing, and customer success at start-ups and Fortune 500 companies, she focuses on customer-first consultative selling. Read more: prnewswire.com/news-releases…
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Join us at Host University! Learn proven strategies from financial professionals who’ve cracked the code on: ✅ Filling their pipeline through seminar marketing ✅ Converting leads to loyal clients ✅ Retaining clients for the long haul 👉 Register now: acquireup.com/hu25/social
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28 Nov 2024
Happy Thanksgiving from our family to yours! 🥧🦃 Last week, we celebrated with an office potluck. The camaraderie was the perfect reminder of what this season is all about. We hope you’re taking today to relax, recharge, and spend time with the people who matter most. ❤️
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