An empty chair is an unusually honest marketing report. It cannot be explained away as an impression, a click or a promising lead. A financial advisor has prepared a presentation. A room has been booked. The chair tells you whether anybody came. AcquireUp has built its business around the complicated sequence of events that must happen before that chair is occupied.
- The job: attract prospects to financial seminars, then help advisors manage the campaign.
- The choice: attendance-based billing with preset campaigns, or upfront spending with more creative control.
- The catch: showing up and becoming a client are separate decisions.
The company serves financial advisors and agents, including Medicare agents, who want a repeatable way to meet prospective clients. It combines advertising, seminar operations and software. Its particular expertise is the educational event: bring people together around a financial question, give them something useful, and create an opening for a relationship.
The household is the unit
The revealing detail is the household. In AcquireUp’s performance-based model, the advisor pays for households that attend. A couple arriving together is therefore a different commercial unit from two unrelated individuals. That makes sense for a business in which financial decisions often happen across a kitchen table.
AcquireUp handles promotion using established educational topics, its consumer-facing branding and prequalified venues. The advisor gets an audience without first buying an open-ended advertising experiment. In return, the company gets more control over the ingredients it believes will produce attendance. The pricing arrangement and the operating rules belong together.
A registration, an occupied chair and a new client are three different outcomes.
An editorial distinction worth keeping
This is also where the promise stops. A household can attend, learn something and leave without hiring anyone. The performance model shifts a defined piece of marketing risk. The advisor still has to make a useful presentation, earn an appointment and demonstrate a reason to become a client.
Two histories, one invitation
AcquireUp emerged from the November 2023 combination of White Glove and TouchFuse. White Glove, founded in 2015, had developed digital seminar promotion. TouchFuse, whose history reaches back to 1986, brought direct mail and businesses including LeadJig, Prospectix and Acquire Direct. The AcquireUp name arrived in September 2024.
These were complementary capabilities. An envelope can introduce an event. A digital ad can find another audience. Campaign software can record the response. Combining those activities gives an advisor a single operation to work with rather than several disconnected suppliers. Greg Bogich became chief executive of the combined business, backed by Rockbridge Growth Equity.
The older business had already encountered a severe interruption. In a 2020 interview, White Glove’s founders Dean Thurman, Mike Thurman and Jeff Grail described moving toward virtual seminars as the pandemic disrupted physical meetings. The venue had become the fragile part of the system. Their response was to preserve the educational encounter while changing how people reached it.
“Our local communities need advice and knowledgeable financial professionals.”
Dean Thurman / White Glove co-founder / 2020
That history helps explain the present company’s range. Its expertise includes getting people into a room, but also managing the logistics and communication around the meeting. The format can change while the underlying task remains recognizable: connect an advisor with people who have a question worth answering.
Control has a price
Some advisors want their own topic, their own venue and their own name on the invitation. AcquireUp offers Custom-Crafted campaigns for that situation, with a marketing consultant helping build the promotion. The company describes its customizable Tailor-Made option as a single upfront campaign fee.
Express Digital makes the distinction particularly clear. Launched in January 2025, it started at $2,500 per campaign, including advertising spend and LeadJig access. That figure is a dated launch price. The package combines the advisor’s branding with digital promotion, and the company advertises setup in as little as 48 hours after payment.
THE COMMERCIAL CHOICE
Use the established campaign blueprint.
Choose your branding, topic and venue.
Express Digital does not include the attendance-based guarantee.
For a buyer, these are different ways of paying for certainty. One makes the attendance bill more closely follow turnout. Another makes the campaign spend predictable and gives the advisor more freedom. Neither arrangement removes the need to calculate what an eventual client is worth relative to the work and expense of acquiring one.
Before the first handshake
LeadJig is the software underneath the service. It supports audience selection, campaign reporting, registration management and automated communications. Advisors can inspect campaign activity while it is happening, rather than waiting until the room has emptied to learn whether the promotion worked.
The platform also connects with tools including Salesforce, Redtail and Wealthbox. The operational point is straightforward: information gathered during promotion can continue into the systems an advisor uses afterward. Otherwise, even a successful event risks becoming a collection of names waiting for someone to copy them somewhere useful.
AcquireUp reports serving more than 9,500 financial professionals across its history. That is a cumulative company figure. It describes reach, rather than proving what any particular advisor will earn. A practical buyer should keep the measurement closer to home: registrations, attendance, appointments and clients, with a cost attached to each stage.
The next appointment is the point
In May 2026, AcquireUp and Wealth.com announced a partnership connecting estate planning seminars with planning technology, presentation resources and marketing support. Advisors using the seminar package receive access to Wealth.com. The idea extends the event into a concrete next step instead of leaving the audience with information alone.
AcquireUp occupies the space between a marketing agency, seminar operator and software provider. LeadingResponse offers another route into financial seminar promotion; an advisor can also assemble separate vendors internally. AcquireUp’s proposition is coordination. Its most portable lesson is to define the result before buying the channel. Then count carefully all the way from the invitation to the next conversation.