Get the clients
you want
At Willow, we understand that each individual requires a personalized approach for managing their wealth and securing their financial future.
That is why Willow ensures leading advisors have the specialized knowledge, resources, and credentials to build and grow trusted relationships with individuals like yourself.
That is why Willow ensures leading advisors have the specialized knowledge, resources, and credentials to build and grow trusted relationships with individuals like yourself.
Exclusive Matches. No Competition. No Lists.
Through our Client Acquisition program, Advisor For Women or Advisor for NextGen Certificate Holders, receive exclusive client referrals based on your:
- Expertise
- Characteristic Traits
- Growth Goals
Our Certificate Program is
Simple and Convenient
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 NextGen & Women clients.
*I CE credit for: CP, CIMA, CIMC, RMA, CPWA, 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 NextGen & 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.
Complete Your Willow Profile
Willow helps you create a bio and advisor page for clients to call and schedule introductory calls with you.