Demonstrate Your Expertise Advising Tomorrow’s Clients
Women – NextGen – Underrepresented Groups
By 2030, women will control an estimated $30T. 80-90% will become solely responsible for their finances.
By 2030, Millennials will hold 5x as much wealth as they do today. Gen Z’s income is projected to be $33T.
By 2044, the groups currently referred to as minorities will collectively become the majority in the U.S.
Complete three video CE trainings
Willow’s 50-minute trainings are each eligible for 1 CE credit for: CFP®, CIMA®, CIMC®, RMA®, and CPWA®. Complete Integrating Coaching into your Practice, Supporting the Unique Needs of Women Investors, and one training of your choice.
Receive one coaching session
Submit client and peer reference
Submit two references through a short, easy to complete form. One from a financial advisory client who you have served for at least one year. The second from a financial advisor at another firm. Willow will also confirm you are in good standing with regulatory bodies.
Join the directory
Willow’s Financial Advisor Directory showcases advisors certified to serve New Majority clientele. Willow helps you create a New Majority-friendly biography for your custom web page where prospects can contact and schedule introductory calls with you.
For Advisors
For Individuals