Meet JP Aime, Financial Advisor at Gateway Financial Partners in Madison, WI, and what a real Growth Engine™ looks like when it's running at full speed.
JP wasn't struggling because demand was low. He was running a workshop once every two months because budget and logistics made doing more feel out of reach, and like a lot of advisors, he had convinced himself that ceiling was just the cost of doing business.
What changed wasn't his market or his topic or his presentation. What changed was his commitment to showing up consistently, and the system he put behind it. Now JP runs up to two workshops a month, hosts a pipeline full of well-qualified prospects, and has built a growth cadence he can actually plan around instead of hope for.
"The prospects AcquireUp gets into the room — very seldom do I sit with someone who doesn't have serious assets to invest. I'm talking $500K to $5 million in investable assets. The quality in the room is exceptional." — JP Aime, Financial Advisor | Gateway Financial Partners
By the Numbers
- 515 Lifetime Registrations
- $38M in Assets from AcquireUp Workshops
Three Tracks, No Prospects Left Behind
Most advisors treat follow-up like a single conversation. JP treats it like a system, and the difference shows up in his results. Every contact gets routed into one of three workflows based on where they are in the process, and nobody falls through the cracks.
- Prospects who registered but didn't attend get a call the day of or day after, with an offer for a complimentary 30-minute one-on-one consultation.
- Prospects who registered and attended get the same fast outreach, but JP leads with a genuine introduction and then lets them talk, because unsolicited feedback from someone who just sat through his presentation does more selling than he ever could.
- Prospects who registered, attended, and requested follow-up move directly into the appointment pipeline without delay.
After three or four touchpoints, every contact enters a monthly email nurture cadence that runs until they unsubscribe. JP stays visible and relevant through every stage of their decision, because he knows the right prospect at the wrong time is still the right prospect, and eventually the timing catches up.
"A $2 million account came from a woman who attended my workshop 18 months earlier. She came back, the timing was finally right, and she became a client. The numbers don't lie." — JP Aime
The Week That Proved the System
JP's best week produced $10 million in new advisory assets, with every dollar tracing back to a workshop attendee. When you build a real system, stay consistent long enough to let it compound, and trust the process even when the results feel slow, weeks like that stop being surprises and start becoming something you plan for.
What JP Wants Other Advisors to Know
Presence builds the kind of trust no other channel can. Standing in front of a room and delivering a message, even an imperfect one, establishes credibility that digital channels simply can't replicate. The advisors who show up consistently are the ones prospects remember when the timing finally gets right.
The first few events are tuition, and the ROI comes with repetition. Give the strategy at least six to twelve months before drawing conclusions, because the compounding nature of seminar marketing means the returns build on themselves over time. Advisors who quit early never see the math pay off.
Knowing another workshop is two weeks away changes how you show up to every meeting. When you operate from abundance instead of scarcity, that energy comes through in every conversation, and prospects can feel the difference between an advisor who needs the close and one who is simply there to help.
Ready to build a prospect pipeline you can actually predict?
Talk to an AcquireUp Marketing Consultant and find out what a consistent workshop strategy looks like for your market.
Built on proof. Not promises.
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