Brad Joudrie

Pioneer
DISC Type : dis

Chief Executive Officer at Conquest Planning

Greater Toronto Area, Canada

Overview

Brad Joudrie is the Chief Executive Officer of Conquest Planning, a role he stepped into after driving the companys expansion as Chief Revenue Officer. With over a decade of sales leadership in enterprise SaaS, he specializes in C-level and VP-level strategic sales. He holds an Honours Bachelor of Commerce from McMaster University and is described as having great integrity and attention to detail.

As CEO, he has been instrumental in growing Conquest Planning from a pre-revenue startup to a company serving over 60% of the Canadian financial advisor market.

Personality Overview

Driven But Considerate

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

AI-Driven Financial Advice
As CEO of an AI-powered platform, he frequently discusses using AI to make financial advice more efficient and accessible, aiming to replace legacy systems in wealth management.
Go-to-Market Strategy
With a background as CRO, he is focused on expanding Conquest's footprint, particularly in the U. S. and U. K. markets, through enterprise partnerships and direct-to-advisor channels.
Accessible Advice for All
Vocalizes a core mission to make personalized financial advice accessible to everyone, not just the top percentile, by using technology to drastically reduce planning time.

Media Appearances

Ep. 328: Beyond the Big Three – What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning. Featured in WealthTech Today

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Conquest Planning with Mark Evans & Brad Joudrie | E135 (corrected). Featured in Apple Podcasts

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Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning. Featured in Morningstar – Business Wire

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Work History

1-2026
Chief Executive Officer at Conquest Planning
2-2019 - 1-2026
Chief Revenue Officer at Conquest Planning
12-2017 - 2-2019
Director, Canada at Quovo
1-2017 - 12-2017
Vice President, International Sales at Advicent
7-2015 - 12-2017
Board Member at Advicent

Education

2000 - 2004
Honours Bachelor of Commerce from McMaster University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Toronto Area, Canada Job Level : Leadership Designation : Chief Executive Officer at Conquest Planning
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Brad

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They are generally fast movers and can take quick decisions
  • Can Brad take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Brad

Personality Compatibility


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