EP55: How A.I. is Reshaping the Wealth Management Industry with Conquest Planning’s Brad Joudrie

Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

Everywhere you turn, people are talking about A.I. - artificial intelligence. It’s becoming a major player in every industry and on the way to being part of our everyday lives at a very fast pace.  

 

But if you’re like me, you’re probably asking “What is A.I.?” For those of us in the wealth management industry, is it something we should worry about or something we can harness and use?

 

Joining me to answer these questions is someone that is involved in the A.I. world in our industry, Brad Joudrie from Conquest Planning!

 

As the Chief Revenue Officer at Conquest Planning Inc., Brad Joudrie brings a wealth of experience in the technology arena. He holds an Honours Bachelor of Commerce degree from McMaster University and has nearly two decades of expertise in the field.

 

Following a successful career in sales and sales leadership roles within the human capital management space, Brad transitioned to financial services technology, where he led global sales for Advicent Solutions (NaviPlan), making significant contributions to the company's growth.

 

Following this, Brad took on the challenge of expanding Quovo Inc., a leading data aggregation technology firm, into the Canadian market until its eventual sale to Plaid. In 2019, he joined Conquest Planning to spearhead go-to-market efforts as its Chief Revenue Officer.

 

Conquest Planning has since established itself as a market leader in the financial advice space in Canada, with recent expansions into both the UK and US markets, in large part thanks to Brad's strategic guidance.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

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Cheers,

Chris