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!
You don’t want to miss out on this episode!
LINKS: DON WHALEN | PreciseFP
Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)
Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales
Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans
Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules
Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams
Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast
Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Episode 276 - How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati
Episode 275 - Here’s What It’s Like To Podcast With Us! –– With Lauren Bus
Episode 274 - Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz
Episode 273 - How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis
Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success
Episode 271 - Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse
Episode 270 - How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer
Episode 269 - 16 Social Media Etiquette Rules for Financial Advisors
Episode 268 - The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton
Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell
Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys
Episode 265 – How To Stop Being Involved in Every Aspect of Your Business
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