Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn’t your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities.
Tune in to find out more about Don, what he does, and how he can help you reach your advisor goals!
Related: What Most Advisory Firms Get Wrong in Customer Experience
You don’t want to miss out on this episode!