@_acquire_up

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

 Troy, MI
acquireup.com
Joined September 2016
  • Tweets1.6K
  • Following978
  • Followers557
1.1KMedia
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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You're told to educate, not sell But how can advisors make the pivot? I cover 3 ways you can do this below 👇👇👇 ✔️ Within a seminar, ✔️ webinar, ✔️ or prospect meeting Use these tips to accelerate connections and convert more prospects @_white_glove
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Estate planning is all the rage right now But what exactly is an advisor's role in estate planning? Join me 7/18 @ 1 pm ET & I'll teach you this + 6 tips to nail your next estate planning seminar Save your spot here: hubs.la/Q02F4ZxR0
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How can advisors differentiate themselves against other advisors? Gap Language! Financial advice is NOT one size fits all This makes gap language the perfect tool to help you stand out during your next presentation/meeting/convo with prospects Here's 1 way to use it 👇
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Last week I did something I've never done before I spoke on financial advisor marketing at a private airport hanger! ✈️ Here are 4 key takeaways from my presentation "The Estate Planning Seminar Advantage" (they've helped over 40,000 advisors win business w/ the topic) 👇🧵
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Headed to Scottsdale to teach advisors how to grow by “educating on the inevitable” Estate planning as an event topic continues to rake in the highest ROI (8:1 on average!) 📈 The @_white_glove team is stoked about spending the next few days with advisor friends 🤝☺️
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Join Asset-Map and @_white_glove on 1/30 at 1pm ET for a LIVE WEBINAR, where you’ll learn how to turn the complex world of financial education into a clear, engaging story as you take the stage at your next event. Register Here 👇 bit.ly/47Hs1lJ
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Excited to share my recent podcast appearance on FAST – Financial Advisor Strategy Talks with Lara Galloway of @_white_glove! 🎙️ We talked about *unshakeable* trust, the awesome strength of slow marketing, and a whole lot more. Thank you for having me, Lara! 👉 bit.ly/47AAhVv #BeYourOwnLoud #FASTPodcast
A quote is attributed to Matt Halloran, co-founder of ProudMouth: "You have to have the social proof. Our goal is to move people from skeptics to fans.

ALT A quote is attributed to Matt Halloran, co-founder of ProudMouth: "You have to have the social proof. Our goal is to move people from skeptics to fans.

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Digital marketing and marketing automation mean nothing if you don’t follow up on qualified leads. @LaraGalloway123 of @_white_glove shares how she creates opportunities for advisors to get in front of prospects on the latest episode of #OTC! threecrownsmarketing.com/blo…
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The Connective Capabilities of Educational Workshops ow.ly/wM8B50Q4kqw @_white_glove #advisors #growth
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Ever wonder how FA marketing machines staff up to support their growth? There's an intricate dance btwn scaling your client base & ensuring your team can handle the surge ⚡️ Join us 10/17 @ 1 pm ET to find out! whiteglove.com/2023/10/advis…
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Listening to @laragalloway of @_white_glove introduce “performance-based marketing” Another awesome session at #FISummit!
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Integrating all your marketing efforts is crucial to building a great brand foundation. Here is @MattHalloran_'s Final Word from last week's Marketing Office Hours. Mentions: @SnappyKraken @NitrogenWealth @CarsonWealth @_white_glove @KatieABraden @ProudMouth_ @sjaycoulter
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Join @_white_glove and our CEO @chris_simone for a live #webinar to learn how to deepen client relationships & achieve significant growth through #healthcareplanning during Open Enrollment! ➡Register today: bit.ly/46evMiq
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If you know @chris_simone, you know she's passionate about healthcare planning for FA clients, AND the perfect leader to create real change in this space 👏 Join us on 9/26: bit.ly/46evMiq Learn how open enrollment + the right tech & process = scalable growth 📈
AcquireUp@_acquire_up18 Sep 2023
Healthcare looms as the foremost concern for Americans — especially retirees. Join for a live #webinar w/ Caribou to learn how to deepen client relationships & achieve significant growth through #healthcareplanning! ➡Register today: bit.ly/46evMiq
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The @_white_glove team is ecstatic that @MichaelKitces shared local seminar/event marketing as a strategy that WORKS on stage tday at #FutureProofAC After hosting 30K+ educational workshops for advisors, we know a thing or two about this powerful tactic! And we agree 😎
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Influence expert @MattHalloran_ with @ProudMouth_ tells a compelling story around how advisors can leverage their podcast as a “baby step” for prospects not ready to take action with them right away 🔈🔈🔈 @_white_glove #HostU2023
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The woman we all admire, @alisusko_alison from @AssetMapLLC sharing her own experience on the consumer side of using AssetMap 👏🏼 • how it created a comfortable experience for her •how it accelerated trust between her and the advisor @AssetMapLLC for the win! 💛 #HostU2023
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Do you have an IMO relationship? You might want to hear from Jacob Wilson from Unkefer! He talks about his #hostu2023 @_white_glove
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He he he he. I love doing this! @CornerstoneEdge Robert Belcuore shares why he loves @_white_glove and #hostu2023
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