Willow Certification for Financial Advisors

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:

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

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.

What Our Advisors and Their Attendees Say

“This webinar ANSWERED ALL MY QUESTIONS BEFORE I EVEN ASKED.”

“Wonderful session with the workbook and hearing from all. One of the best 30 minutes of this type of call I have heard.”

“This workshop was different from other financial educational resources in that it incorporated values, included emotions, encouraged better habits.”

Willow came along just as I was seeking content to expand my offering to clients to include more vision/values and life coaching and so there is a lovely synergy. Joining with Willow for … content feels like just the right wind beneath my wings as I’m soaring off on a new adventure - very happy to be venturing forth with Willow!

"Using the client presentation developed by Willow I have co-hosted several successful webinars with my colleague. They have drawn great attendance and have not only offered me an opportunity to present engaging material with my target audience but have allowed me to connect with individuals who are genuinely interested in my offerings leading to several new prospects."