FinTech Impact Podcast – Conquest Planning with Mark Evans & Brad Joudrie

In this 135th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews two members of senior leadership at Conquest Planning, Mark Evans, President and CEO, and Brad Joudrie, Chief Revenue Officer.

Conquest planning is a next generation financial planning software that is bringing in various forms of modern technologies to planning that will help expedite and increase the accuracy and the effectiveness of financial planning

https://jasonpereira.ca/all-content-jason-pereira-toronto/conquest-planning-with-brad-joudrie-e135