The Best Practice

E26: David Smith is Back! - Kaleidoscope


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For the first time, FSF welcomes a guest BACK to the podcast! David Smith joins the FSF team once again to discuss agnostic planning practices and share insights on the industry as a whole.


This time around, David walks through when and how to choose your next planning platform, why Excel has stuck in the fight so long, and what his new adventure, Kaleidoscope, is up to these days. Always a pleasure to have the great, David Smith in our presence. This may become a yearly occurrence!


Enjoy!

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The Best PracticeBy Zack Fennessy and Jon Ferneau