How to Grow AUM Without Adding More Meeting Hours

If you feel like you’ve hit your ceiling on client meetings, you’re not out of capacity, you’re out of leverage. Here’s how to grow your firm’s assets under management (AUM) without spending another hour in client calls.

Most advisors equate growth with volume: more clients, more reviews, more meetings. But scaling sustainably requires a shift from time-based growth to system-based growth.

The goal is not to meet with everyone more often: it’s to design processes that increase engagement, referrals, and wallet share without consuming more hours.

The 3 Leverage Levers for AUM Growth

1. Automate Client Communication Touchpoints

The fastest way to increase retention (and therefore AUM) is through consistent communication, and automation is your ally.

Use your CRM or email automation platform to:

• Send quarterly update emails that reinforce your ongoing work.

• Deliver automated meeting recaps with next steps preloaded.

• Schedule annual review reminders tied to your firm’s calendar.

Clients feel “heard” and “seen,” without requiring manual contact every time.

2. Add Value Between Meetings

Every client wants more insight, not more appointments. Create on-demand education that deepens trust between reviews:

• Short 2–3-minute Loom videos explaining market trends.

• Simple “What This Means for You” summaries after big financial news.

• A monthly micro-newsletter summarizing your firm’s strategic thinking.

When you show up outside the meeting room, clients internalize your value and consolidate assets because they see you as their primary strategist.

3. Create a Scalable Referral Engine

Referrals are the most efficient growth channel, yet most advisors handle them passively.
Design a repeatable process:

• Include a soft reminder in every client recap:

“If you know anyone who might benefit from a similar process, I’m happy to make time for a short introduction.”

• Follow up with thank-you videos or handwritten notes for every referral.

• Use CRM tags to track advocates and nurture them with quarterly updates.

A well-run referral process turns happy clients into growth multipliers, without a single extra meeting.

Bonus: Measure “Revenue per Hour,” Not Just AUM

When you track how much revenue each meeting or project produces, you start making decisions like a CEO, not a scheduler.
That metric tells you where your leverage truly lives.

You don’t need more time to grow. You need better systems that let your expertise reach more people with less effort.

Explore private strategic coaching with East Coast Coaching's own Stacy Arseneault and leverage his insights to kick-start your firm's growth. Visit our website to learn more and book your complimentary discovery call today: https://bit.ly/42GOhNa