# Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp

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Text version: https://stenobird.com/podcast/modern-financial-advisor-12900/seminar-marketing-mastery-for-financial-advisors-with-greg-bogich-ceo-of-acquireup.md
Podcast: [Modern Financial Advisor](https://stenobird.com/podcast/modern-financial-advisor-12900)
Published: 2025-05-01T07:00:24+00:00
Episode link: https://www.finservmarketing.com/modern-financial-advisor-podcast/unlocking-growth-for-financial-advisors-the-power-of-seminars
Audio file: https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/52fa6422-9c37-4455-8ab4-f77721fce2b4.mp3
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Duration seconds: 3036

## Resource

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

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