What Our Advisors and Their Attendees Say
Client Content
Today’s clients want a more personalized, seamless, and digital experience. Willow can help you meet your client’s expectations with our ready-to-use client content.*
Willow can help put together a custom Client Content Library designed to connect and drive engagement:
- Articles, videos, and posts for your website and social media
- Worksheets, checklists, and online courses for your clients
Content can be customized with your name and logo to strengthen your professional brand and deepen client trust and recognition.
A limited number of content pieces are included with the purchased of one of Willow’s Certificate Programs.
Some Examples:
Financial wellness coaching roadmap and exercises
Navigating the divorce journey course
New widows roadmap
How to have the [financial] “talk” with your partner
Financial wellness coaching roadmap and exercises
Navigating the divorce journey course
New widows roadmap
How to have the [financial] “talk” with your partner
Willow helps you deliver relevant, timely and action-oriented content that shows your clients that you understand their life journey and are able to support them every step of the way.
Client Events
In-person and virtual events
Willow is pleased to offer an array of comprehensive client event and speaker services, designed to help you and your firm connect with and deepen relationships with your clients and convert prospects.
Services Include
- Comprehensive event content and marketing support
- Client seminars/workshops, delivered by a Willow expert speaker
- Marketing kit you can use to drive attendance and post-event engagement
Sample Topics Include:
Practicing Mindfulness for Financial Wellness
Your
Relationship with Money
Planning for Education Expenses
Career Self-Advocacy &
Personal Branding
Caring
for
Aging Parents
Individual event prices start at $2,500. Click here for a full list of event topics.
*Client content and events packages are subject to additional fees beyond Willow’s certificate program and client acquisition platform.
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.