Client content
Today’s clients want a more personalized, seamless, and digital experience. Willow can help you meet your client’s expectations with our ready-to-use client content.*
Willow can help put together a custom Client Content Library designed to connect and drive engagement:
Content can be customized with your name and logo to strengthen your professional brand and deepen client trust and recognition.
A limited number of content pieces are included with the purchase of one of Willow’s Certificate Programs.
Some Examples:
Financial wellness coaching roadmap and exercises
Navigating the divorce journey course
New widows roadmap
How to have the [financial] “talk” with your partner
Willow helps you deliver relevant, timely and action-oriented content
that shows your clients that you understand their life journey
and are able to support them every step of the way.
Client Events
In-person and virtual events
Willow is pleased to offer an array of comprehensive client event and speaker services, designed to help you and your firm connect with and deepen relationships with your clients and convert prospects.
Services Include
Sample Topics Include:
Practicing Mindfulness for Financial Wellness
Your Relationship with Money
Planning for Education Expenses
Career Self-Advocacy & Personal Branding
Caring for Aging Parents
Individual event prices start at $2,500. Click here for a full list of event topics.
*Client content and events packages are subject to additional fees beyond Willow’s certificate program and client acquisition platform.