C.A.T.C.H. New Clients:
5 Effective Digital Networking & Prospecting Strategies

TGS-2022602052

Target Audience
Private Banking Relationship Managers, Private Bankers, Wealth Advisors and Family Office Professionals

Date

17 April 2026
28 August 2026

Duration

9:00 AM – 5:30 PM
1 Day

CPD Hours

6

Funding

IBF Standards Training Scheme (IBF-STS)

Program Price

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$1200

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

This program delivers digital networking and prospecting training for private banking relationship managers, private bankers, wealth advisors, and family office professionals. Participants learn how to build visibility, engage prospects confidently, and convert conversations into meaningful client relationships—both digitally and in person.

Program Overview

Learning Objectives

Build effective networking strategies across digital and in-person channels
Attract and engage prospects confidently through purposeful conversations
Apply structured prospecting techniques aligned with professional standards
Create memorable impressions that lead to sustainable client relationships

Program Introduction & Orientation

This program introduces a practical, advisor-centric approach to digital networking and prospecting. Participants explore how personal positioning, digital presence, and structured engagement activities work together to drive confident client acquisition in today’s relationship-driven environment.

C.A.T.C.H. New Clients Framework

C – Create Your Persona
Clarify your value proposition and build a credible professional presence.

A – Activate Digitally
Engage prospects confidently through effective digital networking and professional etiquette.

T – Talk with Impact
Communicate with clarity, ask purposeful questions, and create memorable first impressions.

C – Create Direct Engagement
Plan outreach, manage prospects, and engage within professional guidelines.

H – Hook & Reel In
Follow up effectively, deepen engagement, and convert conversations into next steps.

Practice & Application

Role-plays to practise client conversations and prospect engagement

Exercises to apply digital networking and prospecting techniques

Real-world scenarios to build confidence and fluency

Guided feedback to reinforce learning and application

Key Value Propositions: C.A.T.C.H. New Clients

Confident Client Acquisition

This program supports financial professionals in applying ethical, compliant, and relationship-driven networking and prospecting practices aligned with professional and regulatory expectations.

Stronger First Impressions & Follow-Through

Build the confidence to create memorable impressions, maintain momentum, and convert conversations into long-term client relationships.

Consistent & Sustainable Prospecting

Develop a structured, repeatable approach to networking and prospecting that supports long-term client acquisition without relying on ad-hoc or transactional efforts.

Practical & Immediately Applicable Skills

Gain actionable tools and conversation techniques that can be applied immediately in real-world client acquisition activities.