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Don Whalen, co-founder of PreciseFP
Client data gathering and form filling are the least glamorous tasks that make up your workday, but the activities are essential to create financial plans with correct information.
Fortunately, there are a few solutions that can significantly streamline the arduous data-gathering process.
One product is PreciseFP, co-founded by Don Whalen and Sebastian Skwarek in 2008.
In what probably sets the record as the longest time between my initial discovery (see: Has Laborious Client Data Entry Met Its Match? from September 2008) and follow up, I connected with Don Whalen to learn about PreciseFP’s growth over the last four years and how PreciseFP has matured to be a reliable, cost-effective tool advisers can use to facilitate the data gathering.
Listen to the podcast below, and note that Whalen provides a discount code all listeners can use to receive 15% off their subscription to PreciseFP (not an affiliate code, I receive no referral fees if you sign up).
Here’s a quick update to share an article I recently discovered concerning security of data on iPhones.
