Wealth.com Partners with AcquireUp

Wealth.com, an estate and tax planning platform, announced a partnership with AcquireUp, a seminar marketing company for financial professionals.

As part of the engagement, advisors who leverage AcquireUp’s Estate Planning seminar campaign package will receive access to Wealth.com. The partnership is said to provide advisors with seminar content, presentation materials, marketing enablement and acquisition strategy.

“Advisors are looking for more effective ways to differentiate and create meaningful client conversations, but too often those conversations don’t translate into action,” said Tim White, co-founder and chief growth officer at Wealth.com. “Estate planning is one of the few areas of planning that resonates with nearly every client and naturally leads to deeper client relationships. This partnership gives advisors a proven framework to not only lead with estate planning, but to deliver on it consistently and turn that engagement into long-term client relationships.”

“We’ve seen firsthand that the right seminar content drives real results,” said Greg Bogich, chief executive officer at AcquireUp. “This partnership equips advisors with content that performs and a proven approach to lead with estate planning and engage the next generation of clients in a more structured and effective way. Ultimately driving strong return on investment and reliable organic growth.”