AcquireUp has been recognized on the January 2026 Kitces Advisor Services Map in the Seminar Planning category. This inclusion highlights the continued power of effective seminars as a leading growth strategy for financial advisors. This blog explores why seminars still deliver strong ROI and how advisors can turn educational workshops into a predictable client acquisition engine.
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We’ve got some exciting news!
AcquireUp has been featured on the Kitces Advisor Services Map in the Seminar Planning category.
If you know the advisor space, you know the weight that carries.
The January 2026 edition of the Advisor Services Map highlights firms supporting financial advisors across major growth areas. Within the Marketing and Business Development section, AcquireUp is recognized specifically for Seminar Planning.
For a company built around helping financial professionals grow through effective seminars and results-driven workshops, this one feels right.
Why This Recognition Matters
Michael Kitces has long been a trusted voice for financial advisors who take growth seriously. The Advisor Services Map was created to shine a light on firms helping advisors run stronger businesses across marketing, operations, compliance, investment management, and more.
As outlined on the Kitces site, the map is a clickable PDF that connects advisors directly to service providers across all major outsourcing categories, produced in collaboration with Joe Moss of Advisor Tech Book.
Inclusion means you’re part of a curated ecosystem advisors rely on. That matters.
Seminars Still Win, When They’re Done Right
Here’s what we see every day.
Advisors know seminars work. They just don’t always have the time, targeting, or infrastructure to execute them consistently.
The data backs it up.
According to the 2024 Kitces Marketing Study, some of the highest revenue-generating tactics like seminars have more selective adoption. Our 2026 Industry Index (coming soon) shows nearly half of financial professionals host seminars only rarely, and fewer than a third run them quarterly or more often. There’s a gap there. And that gap is growth.
Seminars are not outdated. They are under leveraged.
When you combine precision audience targeting, clear messaging, strong positioning, and intentional follow up, seminars stop being events. They become a repeatable growth engine.
That’s exactly what we help advisors build.
How We Approach Seminar Planning
AcquireUp delivers full funnel seminar marketing designed for measurable results. Not guesswork. Not hope. Results.
We focus on:
You stay focused on advising. We focus on filling rooms with the right households and turning conversations into long term client relationships.
Clear strategy. Clear reporting. Clear path to growth.
A Bigger Shift Is Happening
The advisor space is evolving quickly. Technology adoption is uneven. Lead generation strategies are inconsistent. Many advisors still rely primarily on referrals without a scalable system behind them.
That’s not a criticism. It’s reality.
High performing events, supported by strong data and follow- up, give advisors control back. Control over pipeline. Control over messaging. Control over growth.
And that’s where we thrive.
Explore the Map
You can view the January 2026 Advisor Services Map here: Kitces Advisor Services Map
We’re proud to be recognized. More importantly, we’re energized.
If you’re ready to build a more predictable client acquisition engine around educational workshops, let’s talk. Your growth deserves more than crossed fingers and hoping referrals show up.
It deserves a strategy.
Need more details? We’re here to help. Learn about our services, technology, and how we support financial professionals.
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