The holiday season has arrived! Like many financial advisers, you’re likely planning to close the year by hosting a client appreciation event.
Client appreciation events are a great way to build rapport and camaraderie with clients, but they are also a great way to further differentiate your business from other financial planning and wealth management firms.
One way to differentiate your event (and also your business) is to build a mobile app for it.
This month’s Quickview update for Morningstar Advisor highlights one service you can use to build iOS and Android apps to showcase your next client appreciation event.
Be sure to read Quickview: Event Apps Made Easy.
