Willow Certification for Financial Advisors

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.

1. Experience

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.

2. Training & Education

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.

3. Coaching

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.

4. Reputation

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.

5. Ongoing Training

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.

Willow helps financial professionals to acquire & grow business with today’s clients.

For Individuals

Advisor Vetting

For Advisors

Advisor For Women™
Certificate Program

Advisor For NextGen™
Certificate Program

Client Content & Events

Advisor Training & Events

Willow Talk

About Us

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.

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.

Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.

Disclosure for Endorsements
Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Testimonials and endorsements may have been solicited. Testimonials come from our advisor partners that pay Willow to participate on our platform. Willow does not pay for any testimonial or endorsement. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.

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