The most TACKY time of year! 🎅🍪 Nothing says holiday spirit like a festive cookie exchange at the office!
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AcquireUp is the premier marketing partner for financial professionals, delivering measurable growth through immersive educational seminars, cutting-edge technology, and expert client relationship nurturing. Using a blend of digital, direct mail, and omni-channel marketing strategies, we attract high-intent prospects to fill your seminars.
External link for AcquireUp
3331 West Big Beaver Road
Suite 100
Troy, MI 48084, US
Tired of the same old sales pitches and motivational speeches at financial advisor conferences? AcquireUp’s annual Host University is designed to equip you with the tools and insights needed to achieve massive growth and success in seminar marketing through peer-to-peer learning. Our sessions are jam-packed with like-minded financial experts ready to share their secrets to achieving the highest ROI. (Hint... it’s seminars!) 🌟 Attending? Save this post and keep the schedule handy! 🌟 Haven't registered yet? Don't wait! REGISTER NOW: https://tr.ee/jngdAs32cU
Mark your calendar! 🗓️ ✅ AcquireUp is excited to participate in the WealthManagement.com first GrowthTech Virtual Summit! Be sure to catch our very own Daniel Yaldor as he dives into how data and technology can transform lead generation and ignite your firm’s growth.
🚀 Unlock Tech-Driven Growth Strategies for Modern Advisors! Join us for the GrowthTech Summit on December 17, 2024. Brought to you by #WealthStack, this webinar is designed to empower financial advisors with cutting-edge tools and insights to fuel their growth. Discover: 💡 The latest innovations in fintech 📈 Proven strategies to scale your advisory business 🤝 Networking with leading experts in wealth management Don't miss this chance to future-proof your practice and enhance client experiences. Register now: http://spr.ly/6044txnU0 👉 Brought to you by Orion; Practifi; AcquireUp; and interVal. #GrowthTech #Fintech #FinancialAdvisors #WealthManagement #TechInnovation
AcquireUp is thrilled to announce the appointment of Kirsten Knull as Chief Revenue Officer! Knull brings extensive experience from key leadership roles, including serving as CRO at Draiver and Unboxed Technology, and as National Sales Manager at MoneyGuidePro, where she oversaw relationship management, partnerships, and marketing. As a CRO, she has led global teams across sales, marketing, and customer success, with a focus on customer-first consultative selling in both start-ups and Fortune 500 companies. At Capital One, she spearheaded B2B payments commercialization and sales strategy and was director of operations servicing strategy for over 5,000 fraud and dispute agents globally. CEO Greg Bogich remarked, “Kirsten’s leadership, proven playbook, and deep knowledge of the financial advisor space make her the perfect fit for AcquireUp. Her ability to build high-functioning teams, develop innovative strategies, and execute at the highest level will amplify our ability to deliver unparalleled value to financial professionals." Read more: https://lnkd.in/ek2B4TfV
📣 Calling all advisors and agents – share your insights with us! We're conducting a Financial Industry Survey to uncover the latest trends and challenges faced by professionals like you. By participating, you'll play a key role in shaping future strategies and get early access to a report filled with exclusive data on client acquisition, regulatory updates, and more. 🔗 https://lnkd.in/eWYhJgMr #industrysurvey #financialprofessional #trends
Join us at Host University! Curious about what’s really working in marketing for other advisors? Want insights they wish they knew earlier about attracting ideal clients? Ready to stop losing money, time, leads—and clients—due to gaps in your process? That’s exactly what Host University delivers. Learn proven strategies from financial professionals like you who’ve cracked the code on: ✅ Filling their pipeline through seminar marketing ✅ Converting leads to loyal clients ✅ Retaining clients for the long haul You won't want to miss it! 👉 Join us in Florida! Register now: https://lnkd.in/eE3GD-yc #HostUniversity #HostU2025 #FinancialProfessionals #IncreaseROI #WealthManagement #ClearwaterFlorida
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We're #hiring a new Office Coordinator (Part-Time) in Troy, Michigan. Apply today or share this post with your network.
Your prospects and clients expect personalized and meaningful interactions. Gone are the days of a one-size-fits-all approach. If you're not redefining the rules of engagement in your firm, you're falling behind. Tossing aside impersonal methods and incorporating a people-first approach is one of the most effective ways to move the needle. As we move toward a generational shift in wealth, strategies such as seminar marketing can make all the difference in your business. Want to learn how to stay ahead in the evolving wealth management landscape? Check out this insightful article from Digital Wealth News featuring AcquireUp's Derek Janis: https://lnkd.in/eypaXASm
We're #hiring a new Office Coordinator (Part-Time) in Troy, Michigan. Apply today or share this post with your network.