Willow Offers Speakers for Your Next Client Seminar, Financial Advisor Training Program or Sales Event
Women – NextGen – Underrepresented Groups
Willow is pleased to offer an array of comprehensive training programs and speaker services designed to help you attract and nurture relationships with Women and NextGen clients.
Meet Our Speakers
Lacy was named Hispanic Empowering Executive of the Year by Wealth Solutions Report in 2023. She is frequently featured in the media and podcasts, including: The TODAY Show, Think Advisor, Financial Planning, Business Insider, WealthManagement.com, Yahoo Finance!, and GoBankingRates.
Candice McGarvey CFP® changes the way people think about- and behave around- finances. An expert in wealth management and pioneer in financial coaching for more than 20 years, Candice consistently inspires both advisors and investors to take action. She is frequently featured in the media and podcasts, including: Time.com and Money.com.
Specialized Expertise of the Willow Coaching Network
A Comprehensive Suite of Training Programs and Keynotes
Customized to the Unique Needs of Your Audience
Our specialized training programs help your teams develop and apply the skills and knowledge they need to attract and grow their relationships with Women, NextGen and LGBTQ+ clients.