Women
NextGen
Underrepresented Groups
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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.
Through our Client Acquisition program, Advisor For Women™ or Advisor For NextGen™ Certificate Holders, receive exclusive client referrals based on your:
Reimagined Bio & Advisor Page
Today’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
Women
NextGen
Underrepresented Groups
Health Issues
Grief & Loss
Family Building
Divorce
Retirement
Health Issues
Grief & Loss
Family Building
Divorce
Women
NextGen
Underrepresented Groups
Retirement
Why Willow?
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 today’s clients.
We have a track record of helping financial advisors find and acquire today’s clients.
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