Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
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 […]