Advisor Vetting
At Willow, we understand that each individual requires a personalized approach for managing their wealth and securing their financial future.
That is why Willow ensures leading advisors have the specialized knowledge, resources, and credentials to build and grow trusted relationships with individuals like yourself.
Our Vetting Process Goes Beyond Credentials
We ensure our listed advisors are deeply attuned to the specific needs and goals of the clients they set out to work with.
We believe knowledge is best gained through experience, therefore every advisor listed in the Willow directory has a minimum of 2 years in a financial advisory/planning role.
In addition to their field experience, each advisor completes at least one of Willow’s training programs: Advisor For Women™ Certificate Program or Advisor For NextGen™ Certificate Program.
Willow keeps up with the latest research and data to provide advisors the most effective actionable insights to integrate into their practices.
Each advisor is required to meet with a Willow Financial Coach for a coaching session, ensuring each advisor’s practice aligns with Willow’s mission to better serve women, NextGen, and other underrepresented individuals.
Advisors must have a strong reputation in the industry. Willow requires both peer and client references prior to being listed in the Willow directory. Additionally, Willow verifies that each advisor is in good standing with regulatory bodies.
Advisors have access to quarterly trainings and participate in best practice sharing sessions with other advisors.
Willow’s quarterly trainings are updated to reflect the highest industry standards in addressing the needs of women, NextGen, and other underserved populations.
Advisors are also required to continue their trainings by completing one (1) CE credit on platform each year.
*Willow’s certificate programs are designed to give financial advisors the tools and knowledge to best support specific groups of consumers. This is not a formal designation and there are restrictions as to how the advisor can message completion of the course in their public facing materials.
For Individuals
Willow Talk
Willow Partner Advisors, LLC (“Willow”) is not affiliated with any third-party Advisers and neither Willow nor any of its representatives are authorized to provide investment advice on behalf of a Willow or to act for or bind as an Adviser. Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees. The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees.
Willow provides a matching service based on a computer algorithm to match the data you provide Willow to an Advisor. Willow only matches clients to Advisors that have taken and passed our certification courses and signed up for our matching service platform.
The Advisors we refer, have all paid Willow for both the courses and the matching service platform. Advisers provide cash compensation to Willow of up to $5,200 per year in connection with client referral services, and up to $800 per year in connection with participation in Willow’s certificate program. Such compensation arrangements may be subject to discounts.
Willow does not match clients to Advisors that do not pay for these services. This is a conflict of interest. To mitigate this conflict the matching algorithm directs clients to Advisors based solely on a correlation of the personal data you provide with the experience, background and beliefs of Advisors that have paid to be on the Willow platform.
Willow solicits and publishes testimonials from our existing clients and Advisors. Willow does not compensate clients or Advisors for testimonials in any way. Interactions with individual Advisors will vary.
Willow does not guarantee your interactions with the matched Advisor(s) will be the same as represented in any testimonial or will generate any specific investment result. Testimonials are not a guarantee of future performance or success.
Neither Willow nor its affiliates are engaged in providing investment advice. Willow does not receive, control, access, or monitor client funds, accounts, or portfolios. Willow does not warrant any services of any Adviser and makes no claim or promise of any result or success of retaining an Adviser. Your use of the Willow platform, including the decision to retain the services of any Adviser, is at your sole discretion and risk. Any services rendered by an Advisers you contact are solely that of the Adviser.
Willow and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.
