Tag Archives: Don Whalen

PreciseFP review and demo

PreciseFP is an automated data-gathering solution that helps financial advisers engage clients and gather data critical to the quality of their financial plan.

I invited Don Whalen, co-founder of PreciseFP to stop by FPPad HQ to talk about how advisers can be more efficient with data gathering and client correspondence.

Watch this discussion above or on YouTube, which includes a demo of the desktop solution as well as the mobile app that helps streamline client follow up.

If you’re interested in trying the solution, sign up for a 30-day free trial (the standard trial period is seven days) by visiting http://fppad.com/precisefp (not an affiliate link, I receive no compensation if you choose to sign up)

Chapter markers

0:36 What is the PreciseFP solution?
1:26 How is PreciseFP different than SurveyMonkey and Typeform?
3:35 How do the PreciseFP integrations save time?
5:14 What kind of analytics does PreciseFP provide regarding form completion?
7:52 How has recent DOL legislation impacted PreciseFP customers?
12:20 See the demo of PreciseFP
18:12 See the company templates preloaded into PreciseFP
19:31 Can PreciseFP be used for prospecting and capturing leads?
23:53 What kind of client segmenting can PreciseFP support?
25:44 See a demo of the PreciseFP mobile app
29:20 How does PreciseFP facilitate entry-level automation for client correspondence?
32:30 What is like the “undergarments” of the financial planning industry?
35:22 One important takeaway regarding off-the-shelf survey tools and client Personally Identifiable Information (PII)
38:07 Where to sign up for an extended free trial of PreciseFP

PODCAST: How PreciseFP streamlines routine data gathering and client collaboration

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).