The Advisor Summit Podcast: Why Seminar Marketing Still Wins: Data, Discipline & the 6-Event Rule with Greg Bogich

Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.

In this episode, we sit down with Greg Bogich, CEO of AcquireUp, to discuss why seminar marketing continues to be one of the most effective growth channels in financial services and why many advisors struggle to build a repeatable growth engine.

Greg shares insights from thousands of seminar campaigns, explains the power of combining direct mail and digital marketing, and reveals why consistency—not one-off events—is what separates top-performing advisors from everyone else.

Key Takeaways:
Growth comes from systems, not one-off marketing tactics. The most successful advisors treat seminars as a repeatable growth engine rather than isolated events.

Consistency is the biggest predictor of seminar success. AcquireUp sees retention rates above 99% among advisors who complete six seminars because the ROI becomes clear over time.

Direct mail is far from dead. Despite the growth of digital marketing, direct mail response rates have remained remarkably consistent for over 15 years.

The quality of attendees matters more than attendance numbers. Successful advisors focus on asset levels, readiness, age, and ideal client fit—not simply filling seats.

Data should drive every marketing decision. Marketing is a discipline, not a gut feeling. The best advisors test, measure, learn, and continuously optimize.

Timestamps:
00:00 Intro
00:42 Meet Greg Bogich & AcquireUp
02:00 Why most advisors struggle to grow
03:30 The surprising 10% statistic
04:35 What top-performing seminar advisors do differently
06:20 The data advisors should be tracking
08:10 Why direct mail still works
10:05 The ROI behind seminar marketing
12:10 The coming wealth transfer challenge
14:20 Why seminars fail after the room is full
16:35 What makes AcquireUp different
18:35 How many seminars should advisors run?
20:45 The hottest seminar topics today
22:50 The biggest marketing mistake advisors make
25:05 Marketing should be data-driven
26:20 Greg's goals for 2026

Resources Mentioned:
AcquireUp University
An educational training platform that includes:
Seminar presentation training
Opening and closing techniques
Recorded presentations from top-performing seminar presenters
Follow-up best practices

LeadJig
AcquireUp's advisor-facing platform that helps advisors understand who is attending seminars before they present.
https://www.acquireup.com/technology

Connect with Greg:
https://www.linkedin.com/in/gregbogich/

Visit AcquireUp:
https://www.acquireup.com/

⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.

⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.

⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.

Contact us at: hello@trackthatadvisor.com

Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/

Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/