AcquireUp with Greg Bogich | E451

Host Jason Pereira interviews Greg Bogich, CEO of AcquireUp, a wealth-management-focused marketing services firm that helps advisors drive organic net-new asset growth by filling in-person seminars and workshops using direct mail, digital targeting, and data enrichment. Bogich explains AcquireUp’s origins as a merger of White Glove (digital-driven educational seminars with post-event pay models) and AcquireDirect (direct-mail and market/registrant insight technology) backed by Rockbridge Growth Equity. He outlines the process: define goals and ideal client profile, map local opportunity in Perspectix, target households near venues, capture registrations in LeadJig, and augment attendee data to help advisors prepare and prioritize follow-up. Typical campaigns involve two events, ~30 attending households from ~60 registrations, 8–14 meeting requests, and 1–2 closes, often producing strong ROI; AcquireUp runs about 100 seminars per day and sees opportunity in nurturing non-converting registrants.

Episode Highlights:

00:00 Welcome and Guest Intro

00:37 What AcquireUp Does

01:03 Origins and Early Success

02:19 Merger and Private Equity

04:24 Advisor Onboarding Process

05:40 Targeting and Lead Data

07:59 Conversion Tracking Limits

09:11 Ideal Client and ROI Math

10:54 Data Sources and Local Focus

12:26 Why In-Person Works