AcquireUp
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Premier growth partner for financial professionals. We drive measurable net new asset growth through high-performing live seminars and workshops. 🚀
06/17/2026
The advisors who grow with AcquireUp don't just get campaigns. They get a dedicated partner who's thinking about their trajectory, their market, and their next milestone before they even have to ask. That's the standard we hold ourselves to, and it shows up in every partnership we build.
Trillions of dollars are quietly moving from one generation to the next as we speak. The advisors who've planted a flag in estate planning are catching it. The ones who haven't are watching it walk out the door, never to return.
There's never been a real turnkey way to run estate planning seminars. Advisors had to stitch it together themselves or skip the whole thing and hope for the best.
So... we fixed that!
Meet the Estate Planning Stack built with Wealth .com, exclusive to AcquireUp. The EP Stack is the only complete estate planning seminar system in the industry. Yes, really.
🔗 See what's exclusively yours - https://hubs.li/Q04jyDL20
06/10/2026
In March 2020, a client called her advisor before the markets opened with a voice tight and one question on her mind: "Are we going to be okay?" Her client portal couldn't answer that, and neither could a chatbot. Her advisor could.
AI is changing what it means to be a financial advisor, and the advisors who understand that the technical work is becoming a feature while the human being is the product are the ones who will win. The ones who don't were already on borrowed time.
Our CEO, Greg Bogich breaks it all down. Read it here. 👇
https://hubs.li/Q04kwsDG0
☀️ Hot take: summer is not a slow season. It just looks that way when everyone else stops showing up.
While other pull back on , the data tells a different story. July and August consistently run above average for event registrations. Your audience isn't going anywhere. Your competition just is.
Watch this. Then decide if waiting until fall still makes sense.
06/04/2026
A question we hear a lot: can a financial advisor give legal advice on estate planning?
Short answer: no. And that's actually fine, because EP Stack isn't built around crossing that line. It's built around it.
Your job is wealth planning. Helping clients protect what they've built and pass it on to the people they love. That's the conversation you're already having. Wealth. com handles the legal side, the guidance, the documentation, the state-specific details that make it all valid.
You stay in your lane. They stay in theirs. The client gets everything they need.
EP Stack brings it all together, AcquireUp's seminar engine plus exclusive access to Wealth .com's platform, so you can run estate planning events without needing to be an estate planning expert.
Want to see how it fits your market? Learn how the Estate Planning Stack works. →
https://hubs.li/Q04jBfF20
06/03/2026
Conference season is in full swing, and this week that means the SMS Sales Forum.
If you're walking the floor, come find Nick Schmidt and Ayla Feehan at the AcquireUp booth.
They're ready to talk growth, answer your questions, and show you what the Growth Engine™ can do for your practice.
Stop by and say hello!
06/03/2026
If you're at the United Planners Conference, come find us!
Daniel Yaldor and Felicia Miller are on the floor, ready to talk growth.
Or just to say hi. We'd love to have a real conversation with you and see your face! 🤝
06/02/2026
Two things we hear from advisors when we bring up estate planning seminars:
“I'm not an estate planning expert.”
“I can't give legal advice.”
Cool. You don't have to be, and you shouldn't. But that's not a reason to skip the highest-ROI seminar strategy on the table right now.
Here's the thing: estate planning is wealth planning. You're already having conversations about taxes, about what gets passed on, and about taking care of the next generation. The Estate Planning Stack gives you everything else: the presentation, the scripts, the workbook, the follow-up. Wealth .com handles the legal side. You stay where you've always been: guiding the financial strategy.
📆 Live tomorrow, June 3rd.
We'll walk you through how advisors are doing this in the wild, no law degree required.
Register now! https://hubs.li/Q04jyyCT0
They made a commitment to educating their clients through events. They stayed consistent. And now one of their clients, a $6M relationship, looked them in the eye and said, "You've lifted a huge weight off my shoulders."
That's the work and why they show up.
A Growth Engine™ gives you the system to make it repeatable, so you can stay focused on what you do best: educating, advising, and actually changing people's lives.
Watch more successful stories here → https://hubs.li/Q04jlQmV0
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
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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 |