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Presenter:  Stacie Calder, EVP, Distribution and Marketing for Conquest Planning

Summary:

Conquest has been in production for over 4 years. In that time, over 60% of all advisors in Canada are using Conquest, and by the end of 2025 it may be close to 80%. Why? Stacie Calder, EVP, North America Distribution & Marketing at Conquest will provide some statistics and share how a holistic financial plan can demonstrate the value of advice to your client, keep their focus on their goals and lead to greater product opportunities.

No CE credits