Blaine Malcolm, Partner and Wealth Manager at Merit Financial Advisors, had spent years watching estate planning stall. Clients knew they needed documents, but never got them done. With Wealth.com, what once took multiple meetings and hours of conversation now happens in a single ninety-minute session. More importantly, Blaine found an unexpected growth lever: by helping clients gift estate planning to their adult children, he’s now building relationships with the next generation before the wealth transfer happens — and earning calls on Christmas Day to prove it.
Tag: Advisor Enablement
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A Modern Approach to Estate Planning with Wealth.com
Wealth.com and AcquireUp Partner to Turn Estate Planning Seminars Into a Scalable Growth Engine for Advisors
PHOENIX, Ariz., and TROY, Mich. — May 20, 2026 — Wealth.com, the industry’s leading estate and tax planning platform, today announced a strategic partnership with AcquireUp, a technology-first seminar marketing company for financial professionals. The partnership is designed to help financial advisory firms grow through estate planning-led seminars that drive stronger engagement, higher conversion and more durable client relationships. As part of the engagement, advisors who leverage AcquireUp’s Estate Planning seminar campaign package will receive access to Wealth.com, enabling immediate implementation. Together, Wealth.com and AcquireUp will provide advisors with dedicated seminar content, presentation materials, marketing enablement and acquisition strategy, offering a more integrated approach to turning seminar events into client relationships.
Seminars remain one of the most effective ways for advisors to build trust with qualified prospects and achieve reliable organic growth at scale. This is supported by AcquireUp’s 2026 Industry Index, which finds educational and meal-based seminars account for 25% of benchmark production. Estate planning has emerged as a leading entry point for these conversations, offering a subject that is both broadly relevant and personally meaningful across the net worth spectrum.
As $124 trillion is expected to transfer between generations in the coming decades, advisors are also placing greater emphasis on engaging the next generation of clients earlier. Estate planning provides a natural way to initiate those relationships, creating continuity across generations and expanding the scope of the advisor-client relationship over time. This partnership reflects that shift, aligning client acquisition with planning and delivery in a single, coordinated approach.
“Advisors are looking for more effective ways to differentiate and create meaningful client conversations, but too often those conversations don’t translate into action,” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “Estate planning is one of the few areas of planning that resonates with nearly every client and naturally leads to deeper client relationships. This partnership gives advisors a proven framework to not only lead with estate planning, but to deliver on it consistently and turn that engagement into long-term client relationships.”
AcquireUp brings significant scale and experience to the partnership, having worked with more than 9,500 financial professionals, facilitated more than 160,000 seminars and engaged over 3.7 million prospects. Based on AcquireUp’s proprietary seminar data, advisors who lead estate planning seminars and leverage Wealth.com’s platform see a $21,000 revenue advantage per campaign, a new revenue stream through estate documents, and a 33% increase in advisory clients.
“We’ve seen firsthand that the right seminar content drives real results,” said Greg Bogich, Chief Executive Officer at AcquireUp. “This partnership equips advisors with content that performs and a proven approach to lead with estate planning and engage the next generation of clients in a more structured and effective way. Ultimately driving strong return on investment and reliable organic growth.”
To learn more, Wealth.com and AcquireUp will host a live webinar on June 3, 2026, at 1 p.m. ET demonstrating how advisors can implement estate planning-led seminars and integrate planning into their growth strategy. Register here.
About Wealth.com
Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
About AcquireUp
AcquireUp is a data-driven seminar marketing services company dedicated to helping growth-minded financial professionals attract, connect with and engage high-quality leads. Based in both Troy, Mich. and Tampa, Fla., AcquireUp’s core services include lead-generating seminars and client engagement solutions, all supported by a comprehensive technology platform that provides audience transparency and streamlines campaign management. Backed by deep experience, AcquireUp offers proven seminars on topics such as Estate Planning, Social Security, Taxes in Retirement, College Planning and Medicare. By removing the stress of marketing, AcquireUp enables over 2,800 advisors annually to focus on what they do best – building meaningful client relationships. For more information, visit acquireup.com.
How Prudential Advisors Can Deliver Modern Estate Planning at Scale
Turn Estate Planning Seminars Into a Scalable Growth Engine
What Clients Expect From Modern Tax Planning: Insights Advisors Should Bring Into Every Review
Today’s clients bring expectations into review meetings shaped by seamless digital experiences across every part of their lives, and that list now includes AI.
The accessibility of financial information online has always influenced how clients think about their finances. Now, however, AI has accelerated that dynamic significantly, and clients arrive at meetings more informed and with more specific questions, particularly about their tax situations.
The problem? Advisory review meetings haven’t caught up.
Advisors who can meet those revised client expectations and deliver proactive, personalized tax guidance will position themselves to deepen relationships and differentiate their practices.
In this article, we cover what clients expect to see across four dimensions of client review meetings, and how advisors can deliver on each to build a more transparent, personalized, and integrated tax planning practice.
Expectation 1: See the Strategy, Not Just the Summary
When clients arrive for a review meeting, are they satisfied with knowing what you did for them, or do they want to understand the why behind where they’re at and the plan of action you recommend? Most want to feel like active participants in the decisions impacting their wealth.
The accessibility of financial information online has long shaped client expectations. AI has raised the bar further, giving clients faster, simpler access to guidance that once required an advisor’s expertise to surface.
In the day to day, transparency with clients can look like plain-language explanations of tax implications, side-by-side scenario comparisons, and a more visual approach to tax and estate planning than they may be used to experiencing.
The most effective way to deliver transparency and help clients understand the reasoning behind a plan is to frame every conversation in terms of outcomes. When you can demonstrate the compounding effect of a decision on their future estate and beneficiaries, you establish a planning relationship built on demonstrated results, not assumptions.
Expectation 2: Precise Personalization
Personalization can take on different meanings for different people and situations.
When it comes to high-income and high-net-worth clients, especially, however, they expect their advisor to show them all their options and tailor recommendations, not simply present a single course of action as the obvious answer.
Personalized tax guidance built on modeled projections that you can visually show to a client does far more to build trust than generalized or single-track advice, and it positions you as a true strategist, not simply a practitioner.
What scenario modeling impacts clients most? Situations like Roth conversions, capital gains harvesting, estimated payments, and even the downstream impact of estate-planning decisions resonate.
Leading advisory firms are going further still, building multi-year projections that model changing rates and anticipated life events, not just the current tax year.
The Wealth.com platform supports this analysis directly, with side-by-side comparison views and planning capabilities that make integrated tax and estate planning practical at the firm level.
Expectation 3: Year-Round Engagement
Tax preparation is a one-time event each year. Tax planning is a continuous process that must be addressed every time a client makes a significant financial decision.
With the technology available for monitoring personal client situations, there is no longer a reason for a client not to expect their advisor to surface proactive conversations and opportunities.
Still, not every advisory firm has made this shift, and the opportunity for differentiation is wide open. Year-round tax advisory is a positioning advantage that allows advisors to turn tax conversations into consistency relationship touchpoints.
Triggers like legislative updates, market volatility, income events, marriage, and the birth of a child can all create harvesting opportunities or change the direction of an estate plan.
With the OBBBA’s permanent changes, clients want to know their advisor is tracking the implications and delivering proactive tax planning strategies in real time.
On the Wealth.com platform, Rapid Triage Mode makes time-sensitive conversations and year-round advisory practical at scale.
Expectation 4: Integrated Tax and Estate Planning
If your firm runs annual tax reviews with clients, you may have treated those meetings in the past as backward-looking summaries. Today, however, they create more value as a forward-looking strategy session that brings tax and estate together into a unified discussion.
Most clients have worked with advisors or been exposed to services that keep tax and estate as separate conversations. But when you connect them, you give yourself a chance to earn a deeper relationship built on the types of questions clients are asking themselves every day.
Tax implications now impact estate decisions later, and clients deserve to have a financial plan that addresses both sides at the same time and works to improve their immediate situation as well as protect their legacy.
Checklist for a complete, client-ready tax review meeting
When creating the agenda for a tax review meeting that addresses what clients expect to know, both today and in the future, use the following six-item checklist to guide your next meeting.
- Review of prior-year return for missed opportunities and life-event triggers
- Current-year income projections and estimated tax liability
- Scenario modeling for at least two to three planning strategies (e.g., Roth conversion, charitable giving, loss harvesting)
- Estate plan alignment check to determine if a tax decision affects beneficiary designations, trust structures, or gifting strategy
- Forward-looking projection against anticipated rate changes or legislative updates
- Action items with clear ownership and follow-up timeline, delivered to clients via email or through the Wealth.com platform
Build an RIA That Exceeds Client Expectations
When client expectations change, advisors have a choice. They can remain within a familiar service model, or they can respond to where clients are heading and build a practice structured around that reality.
Advisors today have a clear opportunity to make tax planning a core driver of client relationships and deliver more personalized, transparent, and integrated planning.
If your firm is ready to build this kind of practice, Wealth.com can support you. Schedule a demo of Wealth.com Tax Planning to see how we support proactive tax planning integrated with estate planning.
