Search

Home > NextGen Podcast > Episode 27 – Don Whalen, co-founder of Precise FP on using technology to gather data
Podcast: NextGen Podcast
Episode:

Episode 27 – Don Whalen, co-founder of Precise FP on using technology to gather data
Category: Business
Duration: 00:00:00
Publish Date: 2017-06-20 03:32:13
Description:

Things that Adam discusses with Don

  • 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

 

Show Notes

The post Episode 27 – Don Whalen, co-founder of Precise FP on using technology to gather data appeared first on NextGen Planners.
Total Play: 0