Loading Events

« All Events

  • This event has passed.

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


Details

Date:
October 19
Time:
9:50 am - 10:20 am
Website:
https://informaconnect.com/inside-etfs-canada/

Organizer

Informa Connect

Venue

Toronto Hilton
145 Richmond St W
Toronto, Ontario M5H 2L2 Canada
+ Google Map
Phone:
(416) 869-3456
View Venue Website