Wealth.com on Wednesday announced a pact with AcquireUp to help financial advisory firms grow through estate planning-led seminars that the firms said will drive engagement, conversion and client relationships.
As part of the partnership, advisors who use AcquireUp’s estate planning seminar campaign package can now gain access to Wealth.com, allowing for immediate implementation, the firms said.
The companies will provide advisors with seminar content, presentation materials, and marketing and acquisition assistance, they said.
“The content is ready today,” Tim White, Co-Founder and Chief Growth Officer of Wealth.com, told Wealth Solutions Report by email. “Wealth.com and AcquireUp have been working together on the dedicated advisor content for over three months now.”
He added, “The work has included in-person sessions between both teams to develop and refine data-informed seminar content, presentation materials, marketing enablement collateral.”
Pointing to findings in AcquireUp’s recently released 2026 Industry Index, the firms said seminars are one of the most effective ways for advisors to build trust with prospects and achieve organic growth at scale. They also said that estate planning helps initiate conversations with the next generation of clients.
Noting that this marks the first time the firms have collaborated, White told WSR, “The partnership was inspired by a shared belief that estate planning can serve as a highly effective client acquisition and engagement tool for financial advisors.”
White pointed out that AcquireUp’s seminar performance data indicated advisors who incorporated Wealth.com’s estate planning into their seminars saw “stronger engagement metrics, including increased meetings booked and kept, higher conversion rates and improved AUM growth.”
He added, “The collaboration is intended to help advisors connect client acquisition directly with ongoing planning and retention by integrating estate and tax planning earlier in the prospect journey.”
“We’ve seen firsthand that the right seminar content drives real results,” Greg Bogich, CEO of AcquireUp, said in the news release. “This partnership equips advisors with content that performs and a proven approach to lead with estate planning and engage the next generation of clients in a more structured and effective way.”
“That ultimately drives strong return on investment and reliable organic growth,” according to Bogich.
AcquireUp has worked with over 9,500 financial professionals, facilitated more than 160,000 seminars and engaged over 3.7 million prospects, it said.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
