Direct-to-advisor channel plans

The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz.

The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […]

The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz.