Revolutionizing Financial Seminars: One Year After the White Glove & LeadJig + Acquire Direct Merger

It’s been over a year since White Glove and TouchFuse joined forces to create the ultimate omni-channel marketing powerhouse for financial professionals – AcquireUp. This merger, announced on November 29, 2023, has set a new standard for innovation and effectiveness in the industry.

Who Is AcquireUp?

We are the premier marketing partner dedicated to financial professionals, ensuring measurable growth through immersive educational seminars, specialized technology, and expert client relationship nurturing.

But how did we get here? And where are we headed?

A Perfect Pairing for Financial Advisors and Medicare Agents

When White Glove, a leader in digital seminar marketing for financial advisors, combined efforts with TouchFuse, the parent company of LeadJig, Prospectix, and Acquire Direct, the goal was clear: to provide financial advisors and agents with a one-stop-shop for seminar marketing solutions.  

Together, we formed a unified front, blending the best of traditional direct mail and cutting-edge digital media.

"This merger is truly transformational for the industry," said Greg Bogich, CEO of AcquireUp. "By combining best-in-class digital, traditional media, and technology, we’re delivering highly qualified prospects and while providing the advisors greater visibility and transparency into their campaigns and audiences—all while delivering a solid ROI to help them grow their business."

Combining these strengths created a force multiplier, enhancing both companies' capabilities and creating the largest tech-enabled, omni-channel service provider in the seminar marketing space. ‍

Innovation, Insights, and Impact

Over the past year, financial advisors have reaped the rewards of this groundbreaking partnership.  

• With data on over 250M consumers nationwide, AcquireUp’s LeadJig platform empowers financial professionals with real-time campaign analytics and rich data insights such as home value, asset level, and more.

• As a one-stop-shop for seminar marketing, our advisors have time to focus on what truly matters — building relationships with clients.

• By combining education, technology, and a focus on community, AcquireUp is setting a new standard for how financial advisors can prepare for and thrive in the future. ‍

The Work has Just Begun

Looking forward, the combined company is poised to continue its upward trajectory. CEO Greg Bogich and President/COO Alex Hug remain committed to driving innovation and delivering unparalleled value to financial professionals.

"Working together allows us to do so much more to help advisors advance their businesses, while also continuing to invest in innovation to address their future needs." said Hug.

AcquireUp celebrates innovation and storytelling within the financial industry, such as being recognized by Wealth Solutions Report as a top wealth management storyteller. This emphasis on excellence inspires us to continuously improve our approach and push the boundaries within the financial space.

‍Watch this Space

The merger of White Glove and TouchFuse has delivered on its promise to revolutionize marketing for financial advisors. One year later, it’s clear that this partnership has not only elevated the industry but also set the stage for even greater success in the years to come.

Here’s to continued growth and innovation!

If you’re a financial advisor or Medicare agent who hasn’t yet explored the benefits of AcquireUp’s offerings, there’s no better time to start. Whether you’re looking to refine your seminar marketing strategy, reach new audiences, or deepen your relationships with existing clients, we have the tools and expertise to make it happen.