Advisors Teaching Advisors. Class Is in Session.
2027
clearwater beach, FL
Professionals
The Best Ideas in the Room Are Fair Game.
Build a seminar system by learning from advisors who are already doing the work, testing what works, and turning one-off events into repeatable growth.
Less Theory. More Doing.
Masterclass 2027.
Built for Advisors Who Want Scale
Masterclass brings together advisors who are actively testing, refining, and growing their seminar strategies. The goal is simple. Get you in the room with people doing the work so you can see what’s working, ask better questions, and bring stronger ideas back to your practice.
Watch It. Learn It. Use It. Repeat.
This isn’t a day of theory and sales pitches. You’ll watch real seminars, hear directly from other advisors, dig into real campaign results, and get practical takeaways you can actually use when you get home.
Turn Seminars Into Your System
Whether you’re running your first few seminars or building a system at scale, Masterclass is designed to help you keep moving. Learn from the room, sharpen what’s already working, and leave with a clearer path for what comes next.
Meet the Faculty
Explore our lineup of keynote speakers, industry leaders and advisors just like you. Real experiences. Real conversations.
Honor Roll
Partners
Meet the organizations fueling our event, helping us create an extraordinary experience for you.
Total
Attendees
Advisor-focused
Sessions
days of sun
and seminars
On the Syllabus
Watch real advisors run real seminars, then break down what worked, what didn’t, and why.
Learn from peers who are actively testing, refining, and scaling the same strategies you are.
Bring your questions, compare notes, and get live practical input from AcquireUp’s Marketing Consultants.
What Advisors Are Saying
Hear directly from advisors who’ve been in the room, put the ideas to work, and taken the lessons back to their own practice.
"First class all the way. A lot of times you go to something like this and they fill it with a lot of fluff. I have six full pages of notes so far. That's how much information it was, and it wasn't brain-beating. It was digestable"
"I think I might have thought too small when I first started. Now it's like my eyes are wide open, and I'm thinking much bigger."
“This is my first time attending Masterclass."
“First session, they were talking about SEO. 'Are you the answer, or are you a keyword?' I searched to see if I'd come up. I didn't. So I sent my guy a message."
"I said, I'm not the question, and I'm not the answer. I'm not even a keyword."
“This is my second year. I came back because ultimately it's about rubbing shoulders with advisors out there that already run successful practices."
“It doesn't matter if you're a small shop or a billion-dollar AUM shop. It's important to get little nuggets, ask good questions, and provide value at the same time.”
Questions Answered
Everything you need to know before class starts, from registration and travel to what to expect when you arrive.
Masterclass is built for financial advisors at every stage of their seminar journey, from those running their first few events to teams looking to scale a proven system.
The dress code is business casual. We suggest wearing comfortable yet professional attire to ensure you can participate fully in all activities while looking polished.
Expect live seminar demonstrations, advisor-led sessions, coaching, campaign data, follow-up strategy, appointment insights, AI, technology, and practical ideas you can put to work when you get home.
Tuition is refundable but can also be transferred to another person if you are unable to attend. For specific details on ticket transfers or cancellations, please contact our support team.
This is peer-to-peer learning. You’ll hear from advisors who are actively doing the work, watch real seminars happen live, dig into real results, and leave the sales pitches at the door.
Plenty. From the Welcome Reception and breaks between sessions to meals, Office Hours, and Casino Night, there are plenty of chances to trade notes with other advisors in the room.
