July 23, 2026

AI won’t replace the advisor growth playbook

July 23, 2026/ The Financial Revolutionist

Greg Bogich of advisor growth firm AcquireUp explains how AI can help financial advisors scale the human connections that drive new business.

The Financial Revolutionist

The Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.

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AI won’t replace the advisor growth playbook

The Financial Revolutionist