Episode
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
- Podcast
- Modern Financial Advisor
- Published
- May 1, 2025
- Duration seconds
- 3036
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/modern-financial-advisor-12900/episodes/seminar-marketing-mastery-for-financial-advisors-with-greg-bogich-ceo-of-acquireup/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/modern-financial-advisor-12900/seminar-marketing-mastery-for-financial-advisors-with-greg-bogich-ceo-of-acquireup.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich , CEO of AcquireUp . Discover how seminars can be an effective strategy for growing a financial advisory business. Greg discusses the benefits of seminars, including filling the room with qualified prospects, the psychological advantages of face-to-face interactions, and the importance of being perceived as an expert. Learn how AcquireUp helps financial advisors target the right audience and provides coaching to deliver compelling seminars. Whether you're a solo advisor or part of a larger RIA, this episode offers valuable insights into achieving scalable growth and converting prospects into long-term clients. Chapters: 00:00 The Challenge of Cold Calling in Sales 00:41 Introduction to the Modern Financial Advisor Podcast 01:59 Guest Introduction: Greg Bogich from AcquireUp 03:36 The Problem of Slow Growth in Wealth Management 05:00 The Struggles of New Financial Advisors 07:40 The Importance of Referrals and Their Limitations 11:08 The Effectiveness of Seminars for Financial Advisors 16:51 Targeting the Right Audience for Seminars 22:03 Educating Advisors on Effective Marketing 24:27 Understanding Seminar Attendance and Conversion Rates 26:11 The Importance of Re-engaging Non-Attendees 28:59 Effective Seminar Presentation Techniques 29:55 Training Advisors for Successful Seminars 37:39 The Value of Investing in Marketing 45:46 The Unique Appeal of the Financial Advisory Industry 47:56 Conclusion and Final Thoughts