Co-Founder and CFP® Don Whalen was recently interviewed by Top Advisor Marketing, a leading service provider helping advisors create their own podcasts to attract and retain clients. During the interview, Matt Halloran asks Don about his journey from IT professional to CFP® to now wearing both hats as he, along with longtime business partner and friend Sebastian Skwarek, bring advisors and their clients the best data-gathering, on-boarding, and continuous engagement experience in the industry.
Listen to Don as he recounts PreciseFP’s exciting journey of 12 years and four versions of the software (soon to be five). And if you haven’t checked out Top Advisor Marketing, you really need to. Podcasts are another terrific example of freemiums that consumers love. And with PreciseFP as the delivery vehicle and lead capture component, you can have an awesome way to engage visitors and capture their contact information