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Now displaying: Page 1
Don Whalen, co-founder of Precise FP on using technology to gather data 0
Apr 28, 2020
  • 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
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