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.
