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The race to grow Assets Under Management (AUM) has never been more intense for financial advisors. With client expectations rising, regulations tightening, and market competition increasing, simply offering “good enough” advice no longer cuts it. Today’s advisors need to deliver personalized, tech-driven solutions that resonate with clients and drive measurable results.
The key to substantial AUM growth lies in delivering hyper-personalized service, leveraging technology to create efficiencies, and offering value-added solutions. By blending advanced tools like Investipal—which combines machine learning with tailored client strategies—advisors can confidently attract new clients, deepen existing relationships, and thrive in a demanding marketplace.
In this article, we’ll explore strategies and cutting-edge tools that help advisors grow their AUM efficiently, enhance the client experience, and differentiate themselves in a crowded market.
Assets Under Management (AUM) is the cornerstone metric for any advisory practice. It directly influences revenue, firm valuation, and long-term stability. Yet growing AUM isn’t just about adding more clients; it’s about cultivating stronger, more profitable relationships with existing clients while continually attracting new ones.
A study from EY indicates that 62% of investors expect their advisors to offer personalized advice, while a study from Capgemini shows that 67% of high-net-worth individuals (HNWIs) value personalized advice delivered through intuitive digital platforms. With these insights, it’s clear that advisors who provide tailored guidance, supported by seamless digital experiences, will be well-positioned to grow AUM.
Modern investors expect advice uniquely aligned with their goals, risk tolerance, and personal values. Personalization now goes beyond asset allocation; it encompasses holistic financial guidance that adapts to each client’s evolving life circumstances.
Many advisors view client personalization as the key to brand differentiation and AUM expansion. However, tapping into this potential often requires more advanced technology than many advisors currently use.
Investipal bridges this gap by:
This advanced personalization means delivering tailored solutions efficiently, without overburdening the advisor.
Personalization in financial advising extends beyond portfolio selection. Leading advisors often integrate tax strategies, estate planning, and alternative investments into their offerings. A study of LPL Financial’s top 10% advisors revealed that top advisors were 53% more likely to offer estate planning and 41% more likely to offer tax planning and strategy, distinguishing them from competitors.
When clients see that their advisor can manage everything from tax optimization to healthcare planning and alternative assets, they are more likely to consolidate their investments, thereby increasing assets under management (AUM).
In a digital-first world, technology is the catalyst that enables advisors to serve more clients without compromising on quality. Automation, data analytics, and integration tools empower advisors to scale their practices, improve workflows, and free up time for meaningful client interactions.
Selling and onboarding new clients often involves extensive paperwork, manual data entry, and compliance checks. Tools like Investipal automate these processes by:
This streamlined process projects professionalism, ensures adherence to regulations, and speeds up the path to AUM growth.
Clients’ situations and market conditions are never static. To keep portfolios aligned with client objectives, ongoing monitoring is essential.
Investipal provides proactive alerts when portfolios drift from the agreed-upon IPS or when rebalancing may improve returns. These insights allow advisors to respond swiftly, keeping portfolios aligned and clients confident. The result? Strengthened relationships and higher asset retention.
Integrated data platforms can aggregate information from multiple accounts, tax returns, and investment products. This 360-degree view helps advisors identify untapped opportunities:
With technology turning raw data into actionable insights, advisors can drive growth by consistently offering relevant and timely guidance.
Engagement is often the differentiator between maintaining a stagnant book of business and accelerating AUM growth. Clients value clear communication, regular touchpoints, and transparency in how their portfolios are managed.
Clients appreciate simplicity. Automated scheduling tools remove hurdles from the appointment-booking process, while digital dashboards deliver timely portfolio updates and educational resources. When communication is seamless, clients remain engaged, satisfied, and loyal—three ingredients for sustained AUM growth.
The shift to virtual meetings opens doors to serving a broader client base. Advisors can now cater to clients regardless of geographic location, increasing potential AUM without incurring the overhead of additional offices. Zoom and similar platforms enable virtual reviews, portfolio updates, and performance discussions, making the advisory experience convenient and accessible.
Clients demand to know why their advisor recommends certain investments. Explainable AI (XAI) clarifies the reasoning behind every portfolio decision. By showing the “why” behind allocations and adjustments, advisors can build trust, justify fees, and underscore their value—essential factors for both retaining and expanding assets.
The financial advisory landscape is more crowded than ever. Robo-advisors, fintech startups, and large institutions are all vying for client wallets. To stand out, advisors must blend high-touch personal service augmented with cutting-edge technology.
By adopting these approaches, advisors not only grow their AUM but also future-proof their businesses against market shifts and evolving client demands.
To achieve sustainable AUM growth, financial advisors must invest in technology that streamlines operations, enhances personalization, and deepens client trust. Solutions like Investipal empower advisors to:
These capabilities free advisors to focus on the core of their value proposition: understanding clients, offering nuanced guidance, and building lasting relationships. By harnessing advanced tools and a tailored approach, advisors can differentiate themselves, win new business, and achieve sustainable, long-term AUM growth.
Ready to see how Investipal can help you grow your AUM effortlessly? Schedule a demo today.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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