Host Jason Pereira interviews Greg Bogich, CEO of AcquireUp, a wealth-management-focused marketing services firm that helps advisors drive organic net-new asset growth by filling in-person seminars and workshops using direct mail, digital targeting, and data enrichment. Bogich explains AcquireUp’s origins as a merger of White Glove (digital-driven educational seminars with post-event pay models) and AcquireDirect (direct-mail and market/registrant insight technology) backed by Rockbridge Growth Equity. He outlines the process: define goals and ideal client profile, map local opportunity in Perspectix, target households near venues, capture registrations in LeadJig, and augment attendee data to help advisors prepare and prioritize follow-up. Typical campaigns involve two events, ~30 attending households from ~60 registrations, 8–14 meeting requests, and 1–2 closes, often producing strong ROI; AcquireUp runs about 100 seminars per day and sees opportunity in nurturing non-converting registrants.
Episode Highlights:
00:00 Welcome and Guest Intro
00:37 What AcquireUp Does
01:03 Origins and Early Success
02:19 Merger and Private Equity
04:24 Advisor Onboarding Process
05:40 Targeting and Lead Data
07:59 Conversion Tracking Limits
09:11 Ideal Client and ROI Math
10:54 Data Sources and Local Focus
12:26 Why In-Person Works
13:55 Campaign Example Breakdown
16:41 Scaling and Nurturing Leads
20:22 Relationship Building Lessons
22:32 Rapid Fire Closing Questions
26:17 Wrap Up and Sponsor
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Greg Bogich’s LinkedIn
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