By 2030, GenZ’s income is projected to be $33 trillion¹.
By 2030 Millennials will own 5x the wealth they do today.¹
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.
Willow’s Financial Life Coaches are highly qualified with backgrounds rooted in financial services. This coaching session focuses on how you can best attract new clients, better support and grow relationships with your existing clients, and retain the heirs.
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.
The Willow Directory showcases advisors who have successfully completed the certification process and are certified to serve tomorrow’s clients. Willow helps you create a bio for your custom web page tailored to tomorrow’s clients where prospects can contact and schedule introductory calls with you.
To become a CERTIFIED ADVISOR FOR NEXTGEN™, you must be in good standing with SEC and BrokerCheck. In addition, you must pass the three CE assessments at the end of each seminar required as part of the certification, receive an approval rating by a Willow Financial Life Coach and provide references from one peer at a different advisory firm, and one client who you have been servicing for a minimum of one year attesting to your ability to serve NextGen clients.
1 Baghai, P., Olivia Howard, O., Prakash, L., & Zucker, J. (2020, July 29). Women as the next wave of growth in US wealth management. McKinsey & Company