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 explores a critical shift: from cold outreach to relationship-led growth. Join Emmanuella Modilim, VP and Global Head of Client Success at Altrata, as she moderates a fireside conversation with leading wealth management professionals. Together, they will share 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. June 18 | 2pm ET What you’ll learn: How to map relationship pathways to identify and reach new prospects How to uncover warm introduction routes within your existing networks How to act on key signals, like wealth events and shared affiliations, to engage at the right moment Who should attend: Wealth managers and private bankers Heads of client acquisition and business development Relationship managers and advisors Growth and strategy leaders in wealth management Whether you’re looking to improve prospecting efficiency, shorten the path to trust, or gain a competitive edge in a crowded market, this session will provide actionable insights to help you rethink how you grow AUM. 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, Vice President of Sales Strategy, 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. Mike Shebak, Executive Managing Director and Head of Enterprise Sales and Marketing, Clearstead Mike Shebak is the Executive Managing Director and Head of Enterprise Sales and Marketing at Clearstead, where he supports the strategic direction, growth, and leadership of the firm’s enterprise sales and marketing initiatives. He has been working in the investment advisory industry since 1999, joined Clearstead in 2006, and has been a shareholder since 2010. Mike brings expertise in institutional consulting, investment operations, and product management. Before joining Clearstead, he worked as a leader in investment advisory product management and investment operations for two large regional banks. Throughout Mike’s career, he has led initiatives to enhance client service and manage some of the firm’s most complex institutional relationships. In particular, Mike was head of the firm’s Institutional Client Services practice from 2015 to 2024. Mike obtained his BA from Wittenberg University and his MBA from the Fisher College of Business at The Ohio State University. Mike currently serves on the Board of the Community Foundation of Lorain County as Chair of the Foundation’s Investment Committee, and on the Board of the Cleveland Chapter of Fellowship of Christian Athletes. 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.