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AcquireUp Survey Highlights Seminar Marketing Potential

In a recent survey conducted by AcquireUp, a company specialized in seminar marketing for financial professionals, it was revealed that seminars are regarded as the second most effective strategy for acquiring new clients after networking. This finding sheds light on the current landscape as financial advisors and other professionals strategize for growth in an unpredictable market.

According to the 2025 Industry Index, a significant finding of the survey is that almost 70% of financial professionals prioritize referrals and networking as their primary marketing strategies. These channels have also been rated as the most effective in terms of return on investment (ROI), with 56% of respondents identifying them as top performers. Seminars and workshops came in second, with 35% of professionals utilizing these approaches, and 17% recognizing them as delivering the highest ROI. This highlights the potential for seminars to enhance business growth among financial advisors.

Greg Bogich, CEO of AcquireUp, stated, "In today's volatile market, it's crucial for financial advisors to focus on acquiring new clients to navigate revenue fluctuations and capitalize on investor uncertainty." He emphasized that seminars can lead to predictable growth through their ability to generate qualified leads. However, a surprising 32% of advisors have yet to explore seminar marketing, potentially missing out on substantial opportunities for practice growth.

Another significant insight from the survey revealed that 65% of financial professionals do not employ any lead generation tools, opting instead for referrals and traditional marketing tactics. Furthermore, 13% of respondents expressed uncertainty regarding which marketing activities yield the highest returns. This lack of insight may hinder effective decision-making in already challenging market conditions.

Derek Janis, the Chief Marketing Officer of AcquireUp, explained, "Our findings indicate that financial professionals who lack robust marketing technology and supportive data are missing vital opportunities for growth in challenging markets." He emphasizes the need for financial advisors to deploy strong relationship-building strategies paired with innovative marketing tech to drive both acquisition and retention.

The survey also highlighted the challenges around acquiring new clients. Around 73% of advisors recognized it as their main growth driver; however, 43% identified it as their greatest hurdle. Many advisors also have not adopted referral programs, with only 46% currently utilizing such initiatives to enhance client engagement.

Interestingly, the survey uncovered that 67% of financial professionals successfully employed webinars as effective lead generation tools for their businesses. This illustrates the shift toward engaging clients through digital means, hinting at new opportunities in the marketing landscape.

AcquireUp continues to lead the way with its latest offering, Express Digital, designed to complement its comprehensive seminar marketing services. The firm provides financial professionals with the flexibility of customized or performance-based seminar campaigns, tailored to their unique needs.

For a deeper dive into the 2025 Industry Index and to discover more about AcquireUp's seminar marketing solutions, visit www.acquireup.com/2025-industry-index.

In conclusion, as financial professionals navigate the complexities of client acquisition and retention, leveraging tools such as seminars could prove pivotal for growth. AcquireUp’s insights invite financial advisors to rethink their strategies to stay ahead in an ever-evolving market landscape.