Don Whalen, co-founder of Precise FP on using technology to gather data episode artwork

EPISODE · Apr 28, 2020 · 44 MIN

Don Whalen, co-founder of Precise FP on using technology to gather data

from The Plannex Podcast · host Plannex

Don's background and how he got started in FP The kind of FP firm Don runs Why a CFP designed a technology tool What Precise FP does and why it is popular in the US How UK advisers can start using the tool

Don's background and how he got started in FP The kind of FP firm Don runs Why a CFP designed a technology tool What Precise FP does and why it is popular in the US How UK advisers can start using the tool

NOW PLAYING

Don Whalen, co-founder of Precise FP on using technology to gather data

0:00 44:07

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 44 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on April 28, 2020.

What is this episode about?

Don's background and how he got started in FP The kind of FP firm Don runs Why a CFP designed a technology tool What Precise FP does and why it is popular in the US How UK advisers can start using the tool

Can I download this The Plannex Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!