As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the human in the loop. How can AI move firms from episodic planning to an additive, always-on model? By turning personalization at scale into a practical reality across the wealth stack.

In this episode, host Shannon Rosic speaks with Ken Lotocki, chief product officer of Conquest Planning, about innovations like Conquest’s Strategic Advice Manager, the role of hybrid models, and how estate and legacy planning tie into the next generation of client engagement.

They also discuss:

- How Conquest enables advisors to spend less time on technology and more time with clients
- How AI augments (not replaces) advisors by making planning the hub of the client journey
- The role of AI and SAM in delivering real-time insights and additive planning
- Why best-in-breed + open APIs beat building a CRM in-house
- What the $80 million Series B unlocks for product velocity and U.S. expansion

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Ken Lotocki:
 
LinkedIn: Ken Lotocki: https://www.linkedin.com/in/ken-lotocki/?originalSubdomain=ca 
Website: Conquest Planning - https://conquestplanning.com/en-ca/home 
LinkedIn: Conquest Planning - https://www.linkedin.com/company/conquest-planning-inc/ 

About Our Guest:

Ken Lotocki, Chief Product Officer at Conquest Planning, has nearly 20 years of experience in financial services technology, specializing in product management and business analysis. As a founder of Conquest, he shapes the firm’s product direction and drives innovation. Previously, Ken led technology strategy at Cambrian Credit Union and was the Product Director at Advicent, advancing NaviPlan’s strategy in North America. He holds an Honours Bachelor of Commerce from the University of Manitoba.

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

WealthManagement.com

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