You can unsubscribe at any time, no hard feelings. Privacy Policy.
With marketing costs climbing and digital tactics getting noisier by the day, many advisors are asking: What’s actually working right now to attract qualified prospects and convert them into clients?
Derek Janis is an accomplished marketing executive with a proven track record across the publishing, automotive, and financial services industries. As CMO at AcquireUp, a company specializing in seminar marketing services and technology for financial professionals, Derek crafts and implements data-driven marketing programs and strategic partnerships that drive new business opportunities, strengthen AcquireUp’s market leadership, and ensure the company’s sustained growth and stability.
Josh is founder of Energized Retirement Planners, a firm that specializes in retirees who prefer to combine traditional investment management with tax advice, tax return prep and estate planning strategies all under one roof. He has educated thousands of retirees on tax and estate strategies through podcasts, in-person workshops and college adult enrichment classes. His two rescue dogs, Brynn and Mia, make frequent appearances at both virtual meetings and home visits.
In this live session, AcquireUp CMO Derek Janis will kick things off with fresh insights from over 200 financial professionals—covering what’s driving the highest ROI in 2025, including top-performing seminar topics, ideal timing and venues, targeting tactics, and the real reasons seminars still outperform other channels.
Next, hear directly from Josh Ross, a practicing advisor who took these insights and put them into action. In just one year, he generated $166K in new revenue and gained 12 ongoing clients through seminars—proving the power of pairing the right strategy with real execution.
If you're tired of trends and ready for results, this session is your blueprint.
How Josh built and refined a high-converting presentation (without a salesy pitch).
The often-overlooked workshop details that made the biggest impact.
How he overcame nerves and leaned into authenticity to lead the room with confidence.
