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
Embed this episode
NOW PLAYING
Don Whalen, co-founder of Precise FP on using technology to gather data
0:00
44:07
1×
No transcript for this episode yet
Similar Episodes
Similar Podcasts
No similar podcasts found.
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.
Can I download this The Plannex Podcast episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!