Ever felt like financial advice just doesn’t fit your life? It’s usually the same old thing—generic advice that doesn’t consider your unique needs. But Conquest Planning Inc. and Manulife Wealth are changing that game.
They’ve teamed up to bring advanced financial planning tools to advisors, and it’s making a huge impact. Imagine getting advice that’s not only personalized but also smart, flexible, and exactly tailored to your situation. That’s the power of this partnership, and it’s set to change the way we think about financial planning.
Here’s a closer look at how Conquest Planning is reshaping the industry.
Personalized Planning: The Future Is Here
Conquest Planning Inc., known as Canada’s top financial planning software company, has recently partnered with Manulife Wealth. This collaboration is big. It’s bringing Conquest’s cutting-edge Strategic Advice Manager (SAM) to over 1,000 wealth advisors across Canada. This isn’t just about another tool—it’s about giving advisors the power to deliver truly customized advice that fits each client’s goals, lifestyle, and risk levels.
So, what makes Conquest special? It’s all about making financial planning personal. Their software uses AI to help advisors give advice that feels like it’s made just for you. No more generic plans or confusing numbers. According to Conquest CEO Dr. Mark Evans, “We’ve designed Conquest to amplify the users’ ability to suggest potential financial decisions across all planning areas, and for clients in all stages of life.”
This is a big shift, especially in a world where clients want more than just basic advice—they want strategies that fit their unique needs. And this partnership is all about making that happen.
What Is Conquest’s Strategic Advice Manager (SAM)?
Wondering what SAM is and why it’s a game-changer? Let’s break it down. SAM is an AI-powered tool that acts like a partner for wealth advisors. It helps them stress test financial plans and find new strategies that meet client needs. This isn’t just another piece of software—it’s a smarter way to plan.
For advisors, SAM means less time on manual tasks and more time on what really matters: helping clients. The tool simplifies workflows, boosts productivity, and makes financial planning a lot more efficient. With SAM, advisors can build flexible plans that evolve as life changes. Whether it’s a new job, a market change, or new personal goals, SAM adjusts, so the advice stays relevant.
For clients, this means advice that’s easy to understand and act on. No more getting lost in financial jargon or feeling like you’re just another number. SAM makes financial planning clear, actionable, and directly linked to your unique situation.
Why This Partnership Matters for Advisors and Clients
This collaboration is a win for everyone. Manulife Wealth advisors now have access to tools that help them stay ahead in the competitive world of financial planning. Conquest’s SAM allows them to offer services that go beyond the basics, providing deeply personalized advice and focused on what clients really need.
Richard McIntyre, President and CEO of Manulife Wealth, explains it well: “Conquest’s SAM brings additional focus on personalization and a client-centered delivery to our advisor technology, helping Manulife Wealth meet the evolving needs and expectations of our valued advisors and clients.”
For clients, this means a better overall experience. You get advice that’s not just about numbers but about your goals, life, and future. It’s a more engaged, meaningful process that helps build stronger relationships between advisors and clients.
Shaping the Future of Financial Planning
This partnership isn’t just a nice-to-have—it’s the future of financial planning. Traditional methods often feel outdated and don’t adapt well to life’s uncertainties. Conquest Planning’s technology changes that by offering dynamic, adaptable advice that evolves as your life does.
With SAM, advisors can provide a full range of planning services, from retirement planning to tax strategies and beyond. It’s a complete, holistic approach that considers all parts of your financial life. This helps both advisors and clients see the bigger picture, making better, more informed decisions together.
Why This Matters to You
The Conquest Planning and Manulife Wealth partnership signals a major shift in the financial advisory world. This isn’t just another tool; it’s a better way of planning. Advisors are equipped with the latest tech to deliver advice that truly matches your needs. And you, as a client, get to see the real value of personalized advice that grows and changes with you.
This collaboration sets a new standard. Financial planning isn’t just about predicting numbers—it’s about helping you navigate your financial journey in a way that’s personal, understandable, and flexible. It’s advice that moves at the speed of life.
Take Control of Your Financial Future
Ready to experience the next level of financial planning? Now is the time to explore what Conquest Planning and Manulife Wealth can offer.
They’re not just changing how financial planning works—they’re making it work for you. They’re setting a new bar for the industry with advanced AI-driven tools, clear advice, and a focus on your unique needs.
Visit Conquest Planning to learn more about their innovative financial planning software. For more on Manulife Wealth’s solutions, check out Manulife Wealth. Don’t settle for generic advice—get the personalized planning you deserve.
This partnership marks the start of a new era in financial planning. Whether you’re an advisor looking to elevate your service or a client seeking advice that truly fits your life, Conquest Planning and Manulife Wealth are leading the way. Ready to plan smarter? Start today.