The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects

Pascal President & CEO Howard Atkinson will be a panelist on “The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects” session at the WealthStack Canada conference.

The Value of Advice session will focus on the following core topics:

• Aside from pure performance and returns, what are some of the most effective ways wealth managers can illustrate the importance – and value – of their services to clients and prospects? Specifically, panelists will discuss how they have aligned with goals and outcomes to improve client retention and relationships


• Presenters will also discuss the role technology can play as a differentiator—and ultimately a creator of alpha


• Panel will address the wealth management services, outcomes or solutions that create the most value for investors