Client Content

Tomorrow’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.

Get access to Willow’s modern Client Content Library designed to connect and drive engagement: 

Content can be branded with your name and logo to strengthen your professional brand and deepen client trust and recognition.

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

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.

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