Webinars The Warm Path to Growing AUM: How to Win HNW Clients with Relationship Intelligence Join our live panel of wealth management experts as they share real-world strategies for uncovering warm introductions, identifying high-value prospects, and winning new clients using relationship intelligence. Home Resources Webinars The Warm Path to Growing AUM: How to Win HNW Clients with Relationship Intelligence Webinars Financial Services Relationship Intelligence Relationship Mapping wealth management In today’s wealth management landscape, relationships are everything. High-net-worth individuals are inundated with outreach, making it increasingly difficult to break through with traditional prospecting methods. At the same time, competition for wallet share is intensifying, and the firms that win are often those that engage first through trusted relationships. This session explored a critical shift: from cold outreach to relationship-led growth. Emmanuella Modilim, VP and Global Head of Client Success at Altrata, moderated a fireside conversation with leading wealth management professionals. Together, they shared how their teams are approaching client acquisition in a more strategic, network-driven way, leveraging relationship intelligence to uncover warm paths, prioritize opportunities, and engage prospects with greater precision. Missed the live session? Watch the on-demand replay now to access all the insights. Key highlights Mapping relationship pathways to new prospects: Discover how to move beyond traditional prospecting by identifying and reaching new high-net-worth clients through the relationship networks already surrounding your firm, and why warm pathways consistently outperform cold outreach in competitive markets. Uncovering warm introduction routes within existing networks: Learn how leading wealth management teams are using relationship intelligence to surface hidden connections, prioritize the strongest introduction paths, and engage prospects through trusted intermediaries rather than starting from scratch. Acting on the right signals at the right moment: Explore how wealth events, shared affiliations, and behavioral indicators can be used to time outreach with precision, giving advisors a decisive edge in a market where timing and relevance are everything. This session is essential for wealth managers, private bankers, heads of client acquisition and business development, relationship managers, and growth leaders seeking to move from cold outreach to a more strategic, relationship-driven approach to growing AUM. Access the recording now. Our Speakers Emmanuella Modilim, VP, Global Head of Client Success, Altrata Emmanuella Modilim is the VP, Global Head of Client Success at Altrata, where she leads international teams across North America, EMEA, and APAC. With over a decade of experience across SaaS and data businesses, she specializes in building and scaling Customer Success organizations that drive retention, expansion, and long-term customer value. Her work focuses on designing data-driven models, from customer health and segmentation to usage-based engagement, that support renewals and sustainable growth. Emmanuella has extensive experience working with enterprise clients in complex, regulated industries, including financial services, professional services, and technology. Jeni Hartung, Lead Digital Transformation for Sales in Wealth Management, Northern Trust Jeni Hartung is a strategic leader in Wealth Management driving sales growth and revenue acceleration through lead generation, warm introductions, and high‑conversion engagement strategies. She leads digital transformation initiatives focused on scalable solutions that empower advisors, streamline operations, and convert data and insights into meaningful conversations and measurable results. Passionate about aligning strategy, technology, and client experience, Jeni focuses on maximizing impact through relationship‑led growth. Thane Stenner, CIM®, FCSI®, Senior Portfolio Manager and Senior Wealth Advisor, Stenner Wealth Partners+ Thane Stenner, CIM®, FCSI® is a Senior Portfolio Manager and Senior Wealth Advisor at Stenner Wealth Partners+ and is also the host of “SmartWealth with Thane Stenner” BNN Bloomberg Podcast. He is an expert wealth advisor with over 25 years of experience navigating the intricate financial landscapes of ultra-high-net-worth investors, family offices, and institutional fiduciaries across North America. Thane’s distinguished career is defined by his commitment to providing tailored financial solutions and his ability to build lasting relationships based on trust, excellence, and strategic guidance. In just four years at Morgan Stanley/Graystone Consulting, Thane achieved remarkable growth, ramping his client assets under management from $576 million to an extraordinary $20 billion.