About This Webinar
Seminar Marketing Is Changing. Are Your Results Keeping Up?

Financial advisors who continue to win with seminars in today’s environment are adapting quickly — and the strategies driving attendance and appointment conversions are evolving.

Join us for an exclusive webinar with AcquireUp as we break down what’s working right now in seminar marketing and direct mail for advisors already hosting events.

Agenda
  • The current state of seminars — what topics, formats, and strategies are producing results today.
  • Summer marketing realities — what advisors need to know about seminar attendance and consumer behavior during the summer months
  • Meal vs. non-meal seminars — real performance data and what the numbers are telling us
  • Best practices to improve appointment conversion opportunities after the event
  • A first look at a new AcquireUp partnership designed to create additional advantages for advisors
Presenters
  • 1777924302-7846eb5bb335a0b3
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1778879564-dfa3abc963301fd6
    Danny Yaldor
    Chief Sales Officer, AcquiredUp
    Daniel Yaldor is a results-driven entrepreneur and business development leader with deep roots in the financial services and fintech industries. As co-founder of LeadJig, part of the businesses that evolved into AcquireUp, he has been instrumental in shaping the company’s growth, culture, and industry impact. Now serving as Chief Sales Officer, Daniel oversees large partner relationships and strategic outreach, helping financial professionals scale through data-driven marketing and technology solutions. Daniel finds his greatest inspiration in the feedback and success of the firm’s 2,000+ advisor clients.
Powered by BigMarker