At Willow, we believe a strong advisor-client relationship starts with a foundation of shared values and understanding.
We want to help you grow your business, the right way. That is why our client referral approach sets a new standard.
Exclusive Matches. No Competition. No Lists.
As a CERTIFIED ADVISOR FOR WOMEN™ and CERTIFIED ADVISOR FOR NEXTGEN™, you receive exclusive client referrals based on your:
Reimagined Bio & Advisor Page
Tomorrow’s prospects’ impression of you is your online presence.
Willow’s Financial Coaches partner with you to transform your bio, which will be featured on your dedicated Advisor Page on Willow and for your use across your professional website, LinkedIn, and other networks.
Willow Serves Prospects From Varied Backgrounds and Life Stages
Grief & Loss
We’re former financial advisors, bankers, and asset manager. We understand your goals.
We leverage our experiences as women, NextGen and other underrepresented individuals to grasp the present and future needs of tomorrow’s clients.
We have a track record of helping financial advisors find and acquire New Majority clients.