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Conquest Planning
Канада
Добавлен 29 мар 2021
Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space.
Advisor Spotlight: Jason Stalker of Stalker Financial Group
Jason Stalker is the CEO of Stalker Financial Group. Here, he shares how Conquest has helped his firm provide world-class financial guidance to their clients and how our platform has helped them make a difference in their lives.
Follow us on:
LinkedIn: www.linkedin.com/company/conquest-planning-inc/
X: ConquestPlanInc
Facebook: ConquestPlanningInc/
Visit our website:
www.conquestplanning.com/
Follow us on:
LinkedIn: www.linkedin.com/company/conquest-planning-inc/
X: ConquestPlanInc
Facebook: ConquestPlanningInc/
Visit our website:
www.conquestplanning.com/
Просмотров: 40
Видео
Jason's Advice for Advisors Considering Using Conquest
Просмотров 53День назад
What would you say to someone considering using Conquest? Jason Stalker, CEO of Stalker Financial Group, shares his response above. #ConquestPlanning #AdvisorSpotlight #FinancialPlanning #WealthManagement Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X: ConquestPlanInc Facebook: ConquestPlanningInc/ Visit our website: www.conquestplanning.com/
Client Spotlight: Ryan Del Bigio
Просмотров 8021 день назад
In our first Client Spotlight, we spoke with Ryan Del Bigio, a Medical Device Sales Professional who is a client of Jason Stalker, a Conquest user and a featured advisor in our Advisor Spotlight Series. In this video, Ryan talks about how he began his financial planning journey, his experience working with a financial advisor, and how he and his advisor use Conquest to help create his financial...
Ryan’s Biggest Piece of Advice when Seeking Financial Advice
Просмотров 6821 день назад
As someone who has worked with a financial advisor, Ryan Del Bigio shares his biggest piece of advice for anyone considering professional financial guidance. Ryan highlights the significant impact that his advisor, Jordan Stalker, has had on his financial well-being. Thank you, Ryan, for being a shining example of someone who is maximizing his financial future and inspiring others to do the sam...
What Makes Conquest Unique from Other Financial Planning Software?
Просмотров 10728 дней назад
What makes Conquest unique from other financial planning software? Jason Stalker, CEO of Stalker Financial Group, highlights the features he loves most about our platform and how Conquest allows him to become a better advisor while empowering his clients to become more engaged in the planning process. #ConquestPlanning #AdvisorSpotlight #FinancialAdvisor #FinancialPlanning #WealthManagement #Ad...
Ryan explains how Conquest has helped him improve his financial management
Просмотров 54Месяц назад
In this clip, Ryan Del Bigio shares how Conquest has helped him improve his financial management and outlook for the future. #ConquestPlanning #testimonial #FinancialPlanning #WealthManagement #Fintech #wealthtech Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X: ConquestPlanInc Facebook: ConquestPlanningInc/ Visit our website: www.conquestplann...
Jason on if he would recommend Conquest to other advisors
Просмотров 127Месяц назад
We asked Jason Stalker of Stalker Financial Group if he would recommend Conquest to other advisors. Here's what he had to say. #ConquestPlanning #AdvisorSpotlight #FinancialPlanningSoftware #fintech Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X: ConquestPlanInc Facebook: ConquestPlanningInc/ Visit our website: www.conquestplanning.com/
Fireside Chat: Aviso Wealth and First West Wealth Management
Просмотров 364Месяц назад
In this fireside chat, Mark Munyuza, Conquest’s Marketing Coordinator, spoke with Carolyn Marshall, Director, Adoption & Engagement at Aviso Wealth, and Brian Urkow, Director, Wealth Protection and Advice Delivery at First West Credit Union, to discuss Conquest’s integration with Aviso, notable key results that the partnership has helped Aviso achieve, and how First West advisors and clients ha...
Ryan on the Peace of Mind Conquest Helps Provide to Clients
Просмотров 117Месяц назад
“The biggest thing I find is that it gives you peace of mind. Working with the software along with a financial advisor lets me know that I’m in a good place moving forward.” Ryan Del Bigio describes how Conquest gives him the comfort and clarity of knowing exactly what he needs to do today to get where he wants to go with his financial goals in the future. #ConquestPlanning #testimonial #Financ...
How Conquest impacts the support Jason provides to his clients
Просмотров 53Месяц назад
“I really like the way it presents. It’s very clear, it’s visually pleasing, and right from the engagement, it gets the client involved as well.” Jason Stalker explains how Conquest has made an impact on the support he provides to his clients by improving their financial literacy and helping them better understand the ins and outs of their financial plan. #ConquestPlanning #testimonial #Financi...
Ryan on the Key Benefits of the Conquest Client Portal
Просмотров 89Месяц назад
Ryan Del Bigio explains the benefits of using the Conquest Client Portal and how it helps clients like him see how different variables and scenarios can have an impact on his financial plan. #FinancialPlanning #WealthManagement #conquestplanning Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X: ConquestPlanInc Facebook: ConquestPlanningInc/ Visi...
Jason on Conquest's Seamless Data Entry Process
Просмотров 1282 месяца назад
Making the data entry process as seamless as possible is an element of Conquest that has helped Jason Stalker tremendously in his practice. Learn how he’s able to efficiently enter complex information within a financial plan below. ⬇️ #ConquestPlanning #Testimonial #FinancialPlanning #WealthManagement #Wealthtech Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X: twitter...
How Ryan Bought his Dream Home - Conquest Success Story
Просмотров 2582 месяца назад
In this Client Spotlight, Ryan Del Bigio, a client of Conquest user Jason Stalker, CEO of Stalker Financial group, shares the story of how he and his wife were able to purchase their dream home thanks to Jason’s guidance.🏡 #ConquestPlanning #testimonial #ClientSpotlight #FinancialPlanning #WealthManagement #AdviceDelivery Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X...
Jason’s Client Success Story using Conquest
Просмотров 3782 месяца назад
Jason Stalker, CEO at Stalker Financial Group, shares an incredible success story about two of his clients who were contemplating retirement and how the plan he created for them within Conquest helped them determine if they were ready for this next chapter in their lives. Follow us on: LinkedIn: www.linkedin.com/company/conquest-planning-inc/ X: ConquestPlanInc Facebook: facebook.co...
How Ryan Del Bigio Began Seeking Financial Guidance
Просмотров 2372 месяца назад
In our first Client Spotlight, we spoke with Ryan Del Bigio, a Medical Device Sales Professional who is a client of Jason Stalker, a Conquest user and our featured advisor in last week’s Advisor Spotlight. In this video, Ryan talks about how he began his financial planning journey and how Jason highlighted the impact that saving money today can have in the long term as he nears retirement. Than...
Jason Stalker on Streamlining the Planning Process with Conquest
Просмотров 3563 месяца назад
Jason Stalker on Streamlining the Planning Process with Conquest
Advisor Spotlight: Jean Evans of 2plan Wealth Management
Просмотров 1423 месяца назад
Advisor Spotlight: Jean Evans of 2plan Wealth Management
What would you say to someone considering using Conquest?
Просмотров 1 тыс.3 месяца назад
What would you say to someone considering using Conquest?
How Conquest has helped Jean Evans have more meaningful conversations with her clients
Просмотров 913 месяца назад
How Conquest has helped Jean Evans have more meaningful conversations with her clients
What features to Conquest does Jean Evans find most useful?
Просмотров 1,7 тыс.3 месяца назад
What features to Conquest does Jean Evans find most useful?
How Conquest Helps Provide Peace of Mind for Jean's Clients
Просмотров 1394 месяца назад
How Conquest Helps Provide Peace of Mind for Jean's Clients
Jean Evans on What Sets Conquest Apart from Other Planning Software
Просмотров 974 месяца назад
Jean Evans on What Sets Conquest Apart from Other Planning Software
Jean Evans Explains Conquest's Impact Towards Supporting Her Clients
Просмотров 1,9 тыс.4 месяца назад
Jean Evans Explains Conquest's Impact Towards Supporting Her Clients
Advisor Spotlight: Ian Dempsey of Themoneyman
Просмотров 1014 месяца назад
Advisor Spotlight: Ian Dempsey of Themoneyman
What Would Ian Dempsey Say to Someone Considering Using Conquest?
Просмотров 9385 месяцев назад
What Would Ian Dempsey Say to Someone Considering Using Conquest?
Ian Dempsey Describes What Makes Conquest Unique from Other Financial Planning Software
Просмотров 595 месяцев назад
Ian Dempsey Describes What Makes Conquest Unique from Other Financial Planning Software
Ian Dempsey on if He'd Recommend Conquest to other Advisors
Просмотров 7 тыс.5 месяцев назад
Ian Dempsey on if He'd Recommend Conquest to other Advisors
Ian Dempsey Explains the Features to Conquest that Make His Job Easier
Просмотров 30 тыс.5 месяцев назад
Ian Dempsey Explains the Features to Conquest that Make His Job Easier
This looks amazing. I've been waiting for this for years.
Conquest is an incredible financial planning software program. I had a retirement plan done with it.
Any plans for this being available for DIY investors?
This software is unbelievable. I have seen it in action.
Incredible software. I have seen it in action as our Certified Financial Planner was making changes to our plan based on our requests.
The program was developed in Canada by a team who originally developed NaviPlan. A Certified Financial Planner ran our numbers (Canada) and the results blew me away. Like you said it a phenomenal piece of kit. And it can be put together so quickly and changes made right in front of you.
It's a phenomenal piece of kit
Does PWL Capital use "Conquest" Planning software?
Just some advice, you sound miserable bro, put some enthusiasm and excitement in your voice. You sound miserable explaining all of this which is going to turn people away from SAM
Can you pay per plan as an individual in Canada? I am not a CPA in Canada.
Can you pay per plan as an individual in Canada? I am not a CPA in Canada.
Did you ever receive an answer? I have the same question. Thx.
Excellent tutorial, please keep providing more of these types of videos!
Thank you! We have more tooltip videos in the works so stay tuned.
do you have an individual version of your planning product?
Please email us at info@conquestplanning.com and we'll be happy to provide you with more information to support your needs.