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

Modern Financial Advisor

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