AcquireUp rebranding marks new phase in digital marketing solutions for advisors

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AcquireUp rebranding marks new phase in digital marketing solutions for advisors

In a significant development within digital marketing for financial advisors, White Glove, along with Acquire Direct and LeadJig, has rebranded under the unified banner of AcquireUp, according to a company announcement issued Monday.

The move comes nearly a year after White Glove, a digital seminar marketing firm, merged with TouchFuse, the parent company of Acquire Direct and LeadJig. This rebranding signals the next step in their consolidation strategy, combining both companies’ expertise in traditional and digital marketing for financial advisors. AcquireUp aims to establish itself as the foremost marketing partner in the industry, offering comprehensive seminar marketing solutions.

Rockbridge Growth Equity, the private equity firm backing this expansion, continues to support AcquireUp’s accelerated growth trajectory. The firm is positioning itself as the largest independent marketing provider exclusively serving financial advisors and insurance agents.

Merging digital and traditional strategies

The rebranding reflects a strategic alignment of services and technology designed to enhance the reach and effectiveness of seminar marketing campaigns, according to AcquireUp. The firm combines White Glove’s digital marketing capabilities with TouchFuse’s seminar technology platform, LeadJig, and its extensive expertise in direct mail. This integration is expected to offer financial advisors greater control over their marketing initiatives and access to data-driven insights.

“With the strategic integration of White Glove’s digital marketing expertise and TouchFuse’s advanced seminar marketing platform and direct mail capabilities, AcquireUp provides the most robust, end-to-end marketing solution for financial professionals in the market,” said Greg Bogich, CEO of AcquireUp. “Our rebrand is more than a name change — it’s an opportunity to introduce our expanded capabilities to a market ready for disruption.”

A data-driven approach for financial advisors

At the heart of the new offering is the proprietary LeadJig platform, which will serve as the core for both Ready-Made and Tailor-Made seminar marketing solutions. LeadJig’s ability to offer real-time campaign analytics and deep insights into attendee demographics allows financial advisors to tailor their marketing efforts with precision. Access to data on 250 million consumers ensures that advisors can engage qualified prospects, leading to more effective client acquisition and relationship building.

“The Great Wealth Transfer is upon us, with trillions of dollars set to change hands in the coming years,” said Derek Janis, Chief Marketing Officer of AcquireUp. “Independent financial professionals are standing at the edge of an unprecedented opportunity, but time is running out. Those who embrace a blended marketing approach that seamlessly integrates traditional and digital channels will dominate their markets.”

Tailored seminar marketing options

AcquireUp’s rebranding introduces two primary seminar marketing packages. The Ready-Made option provides financial advisors with a plug-and-play solution. It leverages pre-existing topics, venues, and consumer branding, allowing advisors to run campaigns with minimized financial risk through pay-for-performance pricing.

For advisors seeking more control over their branding and topics, the Tailor-Made option offers full customization. Advisors can choose their own venues and seminar content, utilizing either direct mail or digital channels. Both options provide access to AcquireUp’s Nurture & Engage platform, enabling ongoing engagement with prospects via automated email newsletters, social media marketing, and more. As AcquireUp moves forward under its new identity, the company remains committed to delivering innovative marketing solutions for financial professionals. With over 145,000 campaigns executed and $34 billion in assets introduced to advisors on a monthly basis, the firm aims to build on its track record of driving measurable growth.

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