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The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects
October 19 @ 9:50 am - 10:20 am
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