Gain access to customized trainings that equip you with the skills to effectively serve women and their specific financial needs.
Position for Growth
Advisor For Women™ Certificate Holders are eligible to join Willow’s client acquisition program, and be exclusively matched with women actively seeking advisory services.
Establish Credibility
Prove your expertise serving women clients while demonstrating a strong commitment to their financial well-being.
94% of women believe they’ll be personally responsible for their finances at some point in their lives
Sabbia, Lorna. 2022. “Women, Money, Confidence: A Lifelong Relationship.” Bank of America.
A variety of factors impact women’s wealth, requiring a personalized wealth management approach.
On average, women:
Live Longer
Incur greater medical expenses and costs
Earn less due to gender pay disparities and pauses from workforce (caregiver)
Assume primary caregiver roles more frequently
Manage more household responsibilities
How It Works
1.
Complete Three Video Trainings
50-minute CE-approved trainings* deepen your knowledge and skills to help you grow your business with new and existing women clients.
*I CE credit for: CFP and CDFA
2.
Receive 1-on-1 coaching
Willow’s Financial Life Coaches are highly qualified with backgrounds rooted in financial services. This session will guide you on how to best attract and win women clients, while growing existing client relationships.
3.
Submit References
Willow requires both a peer and client reference. Willow also verifies that you are in good standing with regulatory bodies.
4.
Receive an updated bio
Willow helps you create a bio that resonates with women, ready to use across your marketing channels (subject to your compliance team’s approval).
Watch three seminars and pass the assesment at the end of each
3
Rating
Receive an approval rating by a Willow Financial Life Coach and provide references from one peer at a different advisory firm
4
References
Provide one client reference from a client who you have been servicing for a minimum of one year attesting to your ability to serve Women clients
5
Yearly certification
To Maintain Certificate: Each year you will be required to complete at least one additional session with your Willow Coach and at least one CE training session as well as remain in good standing with all regulatory bodies.
* Willow’s certificate programs are designed to give vetted financial advisors the tools and knowledge to best support specific groups of consumers. This is not a formal designation and there are restrictions as to how the advisor can message completion of the course in their public facing materials. Additional information can be found on our Frequently Asked Questions page.Purchases of Willow’s certificates do not include the purchase of our client acquisition program. To learn more reach out to members@trustwillow.comand a member of the Willow team will be in touch with you shortly.
