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

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

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

Business

Careers

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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

Sign up to save your podcasts

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

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

More shows like NextGen Planners

All-In with Chamath, Jason, Sacks & Friedberg

Parenting Hell with Rob Beckett and Josh Widdicombe

Adviser 3.0: The Podcast

TRAP: The Real Adviser Podcast

Bulletproof Entrepreneur