What Our Clients Say
News Alert: BlackRock Makes Minority Investment in Willow! Read Here!
By 2030, NextGen assets will
have increased by 5x.*
Complete the
Advisor For NextGen™
Certificate
*McKinsey, 2020.
Deepen Expertise
Gain access to customized trainings that equip you with the skills to effectively serve NextGen clients and their specific financial needs.
Grow Your Business
Advisor For NextGen™ Certificate Holders are eligible to join Willow’s client acquisition program, and be exclusively matched with NextGen individuals actively seeking advisory services.
Establish Credibility
Prove your expertise serving NextGen clients while demonstrating a strong commitment to their financial well-being.
Despite being younger in age, NextGen (Millennials and GenZ) investors have already lived through multiple “once-in-a-lifetime” market crashes, major technological advancements, and socioeconomic and social justice issues that have shaped their perspective and behavior when it comes to their money.
They’ve also come of age when technology is omnipresent, with financial services increasingly delivered online. These experiences have led them to seek financial information and guidance from online sources and friends, including third party reviews and social media.
You must first demonstrate your understanding of their unique needs and preferences in order to build the trusted and collaborative relationship they seek.
Our Certificate Program is Simple and Convenient
Certificate Process*
- Complete Three Video Trainings
50-minute CE-approved trainings* deepen your knowledge and skills to help you grow your business with new and existing NextGen clients.
*1 CE credit for: CFP®, CIMA®, CIMC®, RMA®, CPWA®, and CDFA®
- Receive 1-on-1 coaching
Willow’s Financial Life Coaches are highly qualified with backgrounds rooted in financial services. This session will guide you on how to best attract and win NextGen clients, while growing existing client relationships.
- Submit References
Willow requires both a peer and client reference. Willow also verifies that you are in good standing with regulatory bodies.
- Join the Willow Directory
Willow helps you create a bio and advisor page for clients to call and schedule introductory calls with you.
Program Benefits
- Digital certificate badge
- Quarterly practice management & best practice sharing sessions
- Additional training & networking opportunities
$800 annually
*special pricing available for advisors 35 and younger
Enrollment Criteria & Requirements
To complete your certificate, you must:
Be in good standing with SEC and BrokerCheck
Watch three seminars and pass the assesment at the end of each
Receive an approval rating by a Willow Financial Life Coach and provide references from one peer at a different advisory firm
Provide one client reference from a client who you have been servicing for a minimum of one year attesting to your ability to serve NextGen clients
To Maintain Certificate: Each year you will be required to complete at least one additional session with your Willow Coach and at least one CE training session as well as remain in good standing with all regulatory bodies.
*Willow’s certificate programs are designed to give vetted 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. Additional information can be found on our Frequently Asked Questions page.
Growth
Content/Events
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.