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AcquireUp built a proven seminar for advisors who want to grow with high-net-worth households, and Brad Gotto ran it in front of real high-net-worth rooms. In this live session, Alex Hug and Brad walk you through what the seminar covers, how it reaches the right $1M to $2M+ households, and how you can run it under your own brand. You'll see why this topic holds a sophisticated room and how to add it to the way you grow.
Founder of Fiat Wealth Management and the Fiat Family Foundation, Brad Gotto is a financial educator, speaker, and author of Spending Money and Having Fun. A former youth pastor turned advisor, Brad helps families align their money with their values—creating plans that build purpose, not just portfolios.
I’m Alex Hug, President of AcquireUp. We serve financial professionals with end-to-end seminar marketing—powered by technology, data, and omni-channel execution.My background is in building businesses at the intersection of marketing + fintech. As CEO of TouchFuse, I led the company’s growth as a marketing technology platform for financial advisors, and ultimately guided the business through a successful investment outcome with Rockbridge Growth Equity—culminating in TouchFuse’s acquisition and combination with White Glove to create a full-service platform for advisors.
AcquireUp built this seminar for advisors who want to grow with high-net-worth households, and Brad Gotto proved it in front of real rooms. It moves through estate, investments, and taxes, the three areas where this audience's money is most exposed in retirement, and every bit of it is taught as education, not a pitch. You run the same seminar under your own brand.
This only works when the right people are in the room. Prospectix targets $1M to $2M+ households in your market, and LeadJig shows you household-level detail on every registrant before the seminar starts. You walk in already knowing who you're talking to.
You'll leave knowing what makes the High Net Worth seminar work, who it's for, and how to run it in your market.
The seminar walks high-net-worth prospects through estate, investments, and taxes, the three areas where their money is most exposed in retirement. See why it holds a sophisticated room and starts real conversations.
Learn how Prospectix targets $1M to $2M+ households in your market and how LeadJig shows you who's coming, including age, estimated income, estimated net worth, and home value, before you ever walk in.
See everything you get, the presentation, the workbook, the mail creative, and the recording of Brad's live session from Masterclass by AcquireUp, and how you run the whole thing as your own.
