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
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