AcquireUp (formerly Acquire Direct and LeadJig) runs approximately 18,000 event campaigns per month for financial advisors around the nation. Their lead lists compile from multiple data aggregators, providing larger lists and more accurate targeting for direct mail campaigns. AcquireUp then manages invitation design, mailing, (optional) digital boosts, and 24/7 responses. The LeadJig dashboard allows financial advisors to see real-time responses and manage event information and automated communications. Financial advisors utilizing these tools have access to additional data about those who that have responded, and that data can be sent directly to their CRM systems (e.g. Redtail) to drastically save time for their teams.
USA Financial has supported financial advisors in their seminar marketing since 2001, and this strategic partnership brings increased data access and technological advancements to their existing event management offering. Each seminar campaign submitted gets personal attention from a specialist who walks advisors and their staff through their tasks from start to finish.
Our partnership with AcquireUp builds upon the foundation that was set more than two decades ago when it comes to our support to advisors who want to grow their practice through public event marketing. Their focus on data and automation alongside their commitment to making life easier for advisors made this a perfect marriage with our content and coaching services.
Mark Mersman, Chief Marketing Officer at USA Financial
AcquireUp was built to simplify event marketing through smart data, automation, and transparency. The relationship with USA Financial aligns perfectly with that vision, giving their advisors access to technology that enhances the entire seminar process – from targeting to tracking results.
Zach Edmondson, VP Business Development at AcquireUp
USA Financial will continue to offer their presentation materials and coaching through Fill-The-Room, giving advisors the best chance at seminar success. The Fill-The-Room Event System offers seminars, webinars, events for ideal clients, and connection focused events.
This partnership highlights the commitment USA Financial has to innovative advisor technology and fostering process improvement for advisors. USA Financial is continually committed to advisor support in the event marketing space, and AcquireUp’s services allow them to bring technology to the forefront. These sophisticated tools and data-driven strategies help advisors build their practices more efficiently and differentiate from the competition through greater focus on client experience and polished processes.
Note: All automated communication templates and advertising/marketing materials created or distributed by AcquireUp on behalf of USAFS reps still need to be submitted to Compliance by the rep prior to use or distribution.
About USA Financial
USA Financial provides comprehensive support and technology solutions for independent financial advisors nationwide. Since 2001, USA Financial has helped advisors with seminar marketing initiatives, and they have always been committed to empowering advisors with innovative tools and services that enable them to build thriving practices and better serve their clients. It is their goal to help advisors make possible predictable in their practices.
About AcquireUp
AcquireUp is a leading provider of seminar marketing and lead generation solutions for financial advisors nationwide. Through advanced data aggregation, creative strategy, and automation technology, AcquireUp helps advisors attract qualified prospects, manage responses in real time, and streamline the event marketing process from start to finish. The company powers thousands of advisor-led campaigns each month and remains focused on helping financial professionals grow their practices efficiently while delivering exceptional prospect experiences.
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