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Dave Lowell, CFP® brand advocates will find no better home than our new mobile app.
Here are 4 ways to use the app right now!
1. Customers & partners can now interact with their dedicated account concierge via the mobile app through our chat feature.
2. Customers will now have access to exclusive lifetime & short term deals through the mobile app and be able to accrue rewards.
3. Customers & partners can submit & track referrals through the app.
4. Customers & partners can submit private feedback through the app to help improve its customer & partner experience.
नवीनतम संस्करण 1.0.1 में नया क्या है
Last updated on Feb 14, 2022
Minor bug fixes and improvements. Install or update to the newest version to check it out!
अनुवाद लोड हो रहा है...
Dave Lowell, CFP®
1.0.1 by Revetize
Feb 14, 2022