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AcquireUp CEO Touts Benefits of Seminars for Advisors
Seminars can double referrals, build credibility and authority, says Greg Bogich ahead of AcquireUp's Masterclass event.
Published on Feb. 21, 2026
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According to Greg Bogich, CEO of AcquireUp, seminars and workshops can be highly effective growth tools for financial advisors. In addition to the financial benefits, Bogich says seminars serve to build an advisor's authority, brand equity and credibility. He notes that seminars can even double referrals when executed properly. Bogich also discusses how estate planning has become a popular seminar topic as advisors increasingly treat it as part of financial planning rather than just a legal matter.
Why it matters
Seminars provide financial advisors with a scalable marketing channel to attract new clients and build their brand. As the industry becomes more competitive, advisors are looking for ways to differentiate themselves and establish their expertise. Seminars allow them to position themselves as trusted educators rather than just salespeople, which can be a powerful way to earn the confidence of prospective clients.
The details
Bogich explains that the keys to a successful seminar include having the right guest list, proper setup and logistics, and an authentic, engaging host. He says advisors should view seminars like hosting a great dinner party - the food and conversation matter, but it starts with inviting the right people. Proper venue, materials and a comfortable setting help remove distractions so the advisor can focus on connecting with the audience. Preparation and authenticity from the host are also critical to creating a positive experience for attendees.
- The AcquireUp Masterclass event will be held from February 25-27, 2026 at the Opal Sol Resort in Clearwater, Florida.
The players
Greg Bogich
The CEO of AcquireUp, a firm that provides seminars and workshops for financial advisors.
AcquireUp
A firm that provides seminars and workshops to help financial advisors grow their businesses.
What they’re saying
“Seminars and workshops are the most effective growth levers available to financial advisors. Referrals technically have a stronger ROI because they usually have little or no cost, but they don't scale. There isn't a lever you can pull that suddenly doubles your referrals next quarter. But there is with a seminar.”
— Greg Bogich, CEO (Wealth Solutions Report)
“The biggest reason estate planning is becoming such a popular seminar topic is that advisors are starting to see it for what it really is: a financial strategy, not just a set of legal documents. The documents are important, but they're more like the mechanics. The real value is in the planning: how assets transfer, how taxes are managed and how families are protected.”
— Greg Bogich, CEO (Wealth Solutions Report)
What’s next
The AcquireUp Masterclass event will be held from February 25-27, 2026 at the Opal Sol Resort in Clearwater, Florida.
The takeaway
Seminars provide financial advisors with a powerful tool to attract new clients, build their brand, and position themselves as trusted experts in their field. By focusing on creating an engaging, informative experience for attendees, advisors can leverage seminars to drive referrals, establish credibility, and differentiate themselves in a competitive marketplace.
