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Advisors keep asking if seminars are dead.
Brad Gotto noticed that the advisors gaining new business, bringing on the most clients, and growing the fastest are the ones still running seminars.
Now he has taken his firm from $27M to nearly half a billion in AUM in six years using seminars. Just the other day, he ran a seminar with 50 people on the waitlist
“If something is working for most people in an industry, that's not a coincidence.” Explained Brad in this three-part webinar series.
Brad and Greg discussed that the advisors calling seminars dead? They might’ve run two, failed to build a system and moved on.
The Seminar Machine is a free webinar series where Brad walks through exactly how he built his.
Watch it free (and bring a notepad). → https://hubs.li/Q04mvdDH0
06/24/2026
The estate planning gap is the clearest signal in wealth management right now.
91% of wealthy clients say it matters. Only 22% believe they're getting it. (CEG Insights)
Per the T3/Inside Information Software Survey, estate planning software adoption jumped from 10.95% in 2022 to 43.28% in 2025
Here's what that tells us:
→ Clients have made their expectations clear. Estate planning is no longer a "nice to have."
→ The advisors who win the next decade aren't becoming estate attorneys. They're using technology to deliver the clarity and follow-through clients are asking for.
→ The gap between what's expected and what's delivered is exactly where net new relationships — and net new assets — are won.
Your clients have already answered whether they want this. The real question is whether your practice is built to deliver it.
👍 Like if estate planning is already part of your client conversations.
A lot of dads at that table this weekend had the same thought somewhere between dessert and the drive home.
"Do I even have a plan for what happens to everything I've built?"
That question doesn't go away quickly. And the families in your market are carrying it right now.
Estate planning is one of the most searched, most avoided, and most emotionally charged topics your prospects are sitting with right now.
Father's Day just made it personal. That's your window, but only if you're in front of the right people at the right moment.
The right event, at the right time, puts you in that conversation, and keeps your name on the short list when they're ready to act.
Trillions of dollars are quietly moving from one generation to the next as we speak. The advisors who've planted a flag in estate planning are catching it. The ones who haven't are watching it walk out the door, never to return.
There's never been a real turnkey way to run estate planning seminars. Advisors had to stitch it together themselves or skip the whole thing and hope for the best.
So... we fixed that!
Meet the Estate Planning Stack built with Wealth .com, exclusive to AcquireUp. The EP Stack is the only complete estate planning seminar system in the industry. Yes, really.
🔗 See what's exclusively yours - https://hubs.li/Q04jyDL20
Click here to claim your Sponsored Listing.
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