Strategies to Supercharge AUM Growth
Scale Your Practice with Proven Growth Strategies
Every wealth manager wants more assets under management. Few know the proven strategies that actually work. Master client acquisition, retention tactics, and wallet share growth strategies that top performers use to scale their practice.
The Challenge
Every wealth manager wants more assets under management. Few know the proven strategies that actually work. Growing AUM requires systematic approaches to client acquisition, deepening relationships, and increasing wallet share.
The Solution
Master client acquisition, retention tactics, and wallet share growth strategies that top performers use to scale their practice. Real frameworks. Measurable results.
Course Objectives
Master proven client acquisition strategies that top performers use
Develop systematic approaches to deepen existing client relationships
Implement wallet share growth tactics to maximize client lifetime value
Create referral systems that generate consistent new business
What You'll Learn
1. Client Acquisition Strategies
- •Identifying and targeting high-potential prospects
- •Creating compelling value propositions
- •Leveraging digital and traditional marketing channels
- •Building a systematic prospecting process
2. Retention & Deepening Relationships
- •Client engagement frameworks that build loyalty
- •Conducting effective portfolio reviews
- •Cross-selling and upselling strategies
- •Managing client expectations and communication
3. Wallet Share Growth Tactics
- •Identifying additional client needs and opportunities
- •Positioning additional services effectively
- •Overcoming objections to consolidation
- •Measuring and tracking wallet share metrics
4. Referral Generation Systems
- •Creating referral-worthy client experiences
- •Asking for referrals effectively
- •Building strategic alliance networks
- •Leveraging client testimonials and social proof
Upon Completion, You Will Be Able To
Implement a systematic client acquisition process
Increase assets per client through deeper relationships
Generate consistent referrals from satisfied clients
Develop a scalable practice growth plan
Measure and optimize key growth metrics
Who Should Attend?
✓ Wealth Managers
Professionals managing client portfolios who want to grow their AUM systematically
✓ Relationship Managers
Bank RMs looking to deepen client relationships and increase wallet share
✓ Financial Advisors
Advisers seeking proven strategies to scale their advisory practice
Course Fee & Funding
Contact Us for Course Fee Information
WhatsApp us at 81117890 or register to receive detailed pricing information
IBF-FTS Funding Available
This course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles. The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$500 per candidate per course subject to all eligibility criteria being met. Funding period till 15-06-2030
Find out more on www.ibf.org.sg
Upcoming Dates
2 June 2026
9:30 AM – 5:30 PM
High street centre #03-07/08 S179094 Singapore
Frequently Asked Questions
Ready to Transform Your Practice?
Join this course and gain the skills and confidence to serve your clients at the highest level.