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A question we hear a lot: can a financial advisor give legal advice on estate planning?
Short answer: no. And that's actually fine, because EP Stack isn't built around crossing that line. It's built around it.

Your job is wealth planning. Helping clients protect what they've built and pass it on to the people they love. That's the conversation you're already having. Wealth. com handles the legal side, the guidance, the documentation, the state-specific details that make it all valid.

You stay in your lane. They stay in theirs. The client gets everything they need.
EP Stack brings it all together, AcquireUp's seminar engine plus exclusive access to Wealth .com's platform, so you can run estate planning events without needing to be an estate planning expert.

Want to see how it fits your market? Learn how the Estate Planning Stack works. →
https://hubs.li/Q04jBfF20

Conference season is in full swing, and this week that means the SMS Sales Forum.

If you're walking the floor, come find Nick Schmidt and Ayla Feehan at the AcquireUp booth.

They're ready to talk growth, answer your questions, and show you what the Growth Engine™ can do for your practice.

Stop by and say hello!

Two things we hear from advisors when we bring up estate planning seminars:

“I'm not an estate planning expert.”

“I can't give legal advice.”

Cool. You don't have to be, and you shouldn't. But that's not a reason to skip the highest-ROI seminar strategy on the table right now.

Here's the thing: estate planning is wealth planning. You're already having conversations about taxes, about what gets passed on, and about taking care of the next generation. The Estate Planning Stack gives you everything else: the presentation, the scripts, the workbook, the follow-up. Wealth .com handles the legal side. You stay where you've always been: guiding the financial strategy.

📆 Live tomorrow, June 3rd.

We'll walk you through how advisors are doing this in the wild, no law degree required.

Register now! https://hubs.li/Q04jyyCT0

Staying informed shouldn't feel like a second job.

But for most advisors, it does.

We built something for advisors who want to stay ahead without the grind.

Introducing HeadsUp, a free weekly newsletter curated specifically for financial advisors.

Every week, one short email covering:

➡️ Fintech and financial advisor industry news
➡️ Regulatory updates that affect your practice
➡️ Market trends worth paying attention to
➡️ Growth and business insights

No clickbait. No filler. Takes 5 minutes to read and saves you hours of sorting through noise.

It's completely free and our way of investing in the advisor community, whether you're an AcquireUp client or not.

Subscribe today! https://hubs.ly/Q04hK4FC0