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cover art for Conquest Planning with Brad Joudrie and Ken Lotocki | E267

Fintech Impact

Conquest Planning with Brad Joudrie and Ken Lotocki | E267

Ep. 267
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Jason talks to Brad Joudrie and Ken Lotocki. Brad is the Chief Revenue Officer of Conquest, and Ken Lotocki, Chief Product. Today they are going to talk about the changes, growth and challenges that have occurred in the past 2.5 years. 


Episode Highlights

  • 1.16: Brad and Ken talk about conquest planning and its origin stories.
  • 02.24: Ken talks about the adoption of new technologies and innovation in Conquest Planning. 
  • 03:30: There's a lot of in every other profession out there in terms of innovation, whether it's medical profession or legal profession or so on, more and more tools are being built to help make it easier for that professional essentially to do their job and financial planning, specifically building that plan.
  • 05.02: Brad and Ken discuss about the challenges they faced and how they implemented processes that helped them to save lot of time and effort.
  • 06.14: Jason mentions how Sam built strategies such a way to help advisors work with their clients and understand exactly what's being recommended to them.
  • 09.35: It's an easy enough conversation to explain to a client that if you delay you get more money, says Brad.
  • 11.18: Brad explains how Sam has shaved hours off the process using automation. 
  • 19.02: Ken and Brad discuss about the work and the process of hiring people.
  • 21.58: Ken explains how they invest heavily in technology.
  • 25.10: Ken talks about their partners and how they are very happy with the stable of partners they have from a venture perspective.
  • 27.01: Brad and Ken talk about the next feature or next thing that they are going to do in the company.
  • 33.03: There has only been three companies Jason has known of that have ever sold financial planning software outside of their own jurisdiction effectively.
  • 45.52: We understand better how advisors and financial professionals are working with their clients today and then have conquest to be agile itself to work within their ecosystem, says Ken.
  • 48.16: Ken shares how they are in a different situation than they were when they first sat down.
  • 53.21: There are a lot of good advisors, a lot of great advisors out there just approach it.


3 Key Points

  1. Brad and Ken talk about the launching of Conquest Planning and how as the company grew it adopted cloud technologies and innovation. 
  2. Brad and Ken talk about the business and how big the team was when they first started in the company.
  3. Brad explains how the company's scaling was almost as a B2B as opposed to an enterprise product.


Tweetable Quotes

  • "The club speed knows which club to hit knows the distance, the thing and but in the end it's the advisor." – Brad
  • "You landed the single biggest enterprise contract last year that none of the competition probably heard of yet, so kudos I think that's a testament to just how differentiating you are in the product market." – Jason
  • "We have kept our team reasonably lean, I would say on the distribution side of the House, and that has been fairly intentional." – Brad
  • "I love what we do and I love the fact that everyone in our company is passionate like we were." - Ken


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