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
What this episode covers
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
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m