[ Your Experience ]
Here’s What You’re In For
7:00 pm
Pep Rally
7:00 pm
–
10:00 pm
Day 1
Pep Rally: Welcome Reception
Drop your bags, grab a drink, and meet the people you’ll be learning with for the next three days. The Welcome Reception kicks off Masterclass with introductions, conversation, and just enough energy to make tomorrow morning’s alarm hurt a little.
Speaker
Open Session
Duration
180
min
Category
AcquireUp
8:30 am
The Office
8:30 am
–
9:00 am
Day 2
Opening Assembly
Start class with the big picture. Where AcquireUp has been, where it’s headed, how AI fits into the equation, and why seminars remain at the center of a growth strategy built around real human connection.
Speaker
Greg Bogich
Duration
30
min
Category
AcquireUp
9:00 am
Advisor Spotlight
9:00 am
–
9:30 am
Day 2
From First Run to a Real System
Nobody crushes seminar number one. Hear the honest version from an advisor who has lived the early mistakes, found the moment things started to click, and turned those first events into a system they could actually build on.
Speaker
TBD
Duration
30
min
Category
Strategy
9:30 am
Coaching
9:30 am
–
10:15 am
Day 2
Live Seminar Teardown with Bo Eason
Roll the tape. Bo Eason takes real seminar footage, hits pause, and coaches the moments that matter. Delivery, presence, storytelling, and the small choices that can completely change how a room responds.
Speaker
Bo Eason
Duration
45
min
Category
Strategy
10:15 am
Recess
10:15 am
–
10:30 am
Take 15 to recharge, grab a drink, and compare notes before the next session.
10:30 am
Live Demo
10:30 am
–
12:00 pm
Day 2
Estate Planning - Live Presentation
No shortcuts. Brad Gotto runs a complete estate planning seminar live, from the opening through the close. Watch the scripting, positioning, transitions, and appointment strategy play out exactly as an attendee would experience it.
Speaker
Brad Gotto
Duration
90
min
Category
Estate Planning
12:00 pm
Coaching
12:00 pm
–
12:30 pm
Day 2
AI-Proof: The Psychology of Resonance
AI can automate a lot. Trust is harder. Explore the self-awareness, presence, and human connection that make clients actually listen, connect, and choose you in a world where more of the work can be automated.
Speaker
Valerie Nellen, PhD
Duration
30
min
Category
Technology
12:30 pm
Lunch
12:30 pm
–
1:30 pm
Enjoy a catered one-hour lunch with plenty of time to refuel, connect with other advisors.
1:30 pm
Advisor Spotlight
1:30 pm
–
2:00 pm
Day 2
What Happens After They Say Yes
You booked the appointment. Nice work. Now what? Follow the client relationship from that first meeting through the next 30, 60, and 90 days, and see what needs to happen between “yes” and “client.”
Speaker
TBD
Duration
30
min
Category
Strategy
2:00 pm
Coaching
2:00 pm
–
3:15 pm
Day 2
Coaching from the Field
Frank Maselli is back, but this time we’re changing the format. Dean puts him in the hot seat for a live conversation about the mistakes Frank sees in the field, the coaching that fixes them, and the lessons years of working with advisors have taught him. Then the room gets the mic.
Speaker
Dean Thurman
Frank Maselli
Duration
75
min
Category
Strategy
3:15 pm
Recess
3:15 pm
–
3:30 pm
Fifteen minutes to recharge, compare notes, and get ready for what’s next.
3:30 pm
Case Study
3:30 pm
–
4:15 pm
Day 2
The Data Behind the Growth
Time to show the work. Open up real campaign-review data and dig into the zones, channels, venues, and ROI behind seminar growth. Less gut feeling, more proof of what actually happens when the pieces start working together.
Speaker
Neal McGrath
Duration
45
min
Category
Strategy
4:15 pm
Coaching
4:15 pm
–
5:00 pm
Day 2
The Follow-Up & Conversion Formula
The chairs are empty. The presentation is over. Now the real work starts. Get into the follow-up cadence, appointment booking, first call, and conversion process that turns a good event into actual business.
Speaker
TBD
Duration
45
min
Category
Follow-Up
6:00 pm
Dinner
6:00 pm
–
7:00 pm
Dinner break. Grab a plate, catch up with the room, and fuel up before Casino Night kicks off.
7:00 pm
Casino Night
7:00 pm
–
3:00 pm
Day 2
Casino Night + Raffle
Class dismissed for the evening. Grab dinner, hit the tables, take your shot at the raffle, and spend a few hours with the people you’ve been learning beside all day. Consider it extra credit.
Speaker
Open Session
Duration
180
min
Category
AcquireUp
8:30 am
Panel
8:30 am
–
9:30 am
Day 3
Office Hours with the Marketing Consultants
No slides required. Bring your questions and put AcquireUp’s Marketing Consultants to work in an open Q&A covering the real-world challenges, decisions, and “what would you do here?” moments that come with running seminars.
Speaker
Zach Edmondson
Duration
60
min
Category
Strategy
9:30 am
Marketing
9:30 am
–
10:00 am
Day 3
Marketing from the Inside
This one is for the people making sure the seminar actually happens. From room setup and registration to name tags, late arrivals, logistics, and the details nobody notices until they go wrong, this session gets into the work happening behind the curtain.
Speaker
TBD
Duration
30
min
Category
Workshop
10:00 am
Recess
10:00 am
–
10:15 am
Take a breather, grab something to drink, and meet us back in the room in 15.
10:15 am
The Office
10:15 am
–
11:15 am
Day 3
The Next Generation of Campaign Execution
Take a look at what’s coming next. Get an early view of how AI-driven capabilities could reshape campaign execution, from ordering and creative production through launch, and where AcquireUp is taking the platform next.
Speaker
Danny Yaldor
Duration
60
min
Category
Technology
11:15 am
Advisor Spotlight
11:15 am
–
12:00 pm
Day 3
Passing 6 Figures in Seminar ROI
What changes once seminars are working? A lot. Dig into the systems, delegation, team structure, client thresholds, and operational decisions that come with turning a successful seminar program into a serious growth machine.
Speaker
TBD
Duration
30
min
Category
Strategy
12:00 pm
The Office
12:00 pm
–
12:30 pm
Day 3
Closing Remarks
One last look at what you learned, what comes next, and what you’re taking back to the office. Then class is officially dismissed.
Speaker
Greg Bogich
Duration
30
min
Category
AcquireUp
[ opal sol resort ]
Oh... And That View, Though.
