Women
NextGen
Underrepresented Groups
At Willow, we believe a strong advisor-client relationship starts with a foundation of shared values and understanding.
We want to help you grow your business, the right way. That is why our client referral approach sets a new standard.
Exclusive Matches. No Competition. No Lists.
Through our Client Acquisition program, Advisor For Women™ or Advisor For NextGen™ Certificate Holders, receive exclusive client referrals based on your:
- Expertise
- Characteristic Traits
- Growth Goals
Reimagined Bio & Advisor Page
Today’s prospects’ impression of you is your online presence.
Willow’s Financial Coaches partner with you to transform your bio, which will be featured on your dedicated Advisor Page on Willow and for your use across your professional website, LinkedIn, and other networks.
Willow Serves Prospects From Varied Backgrounds and Life Stages
Health Issues
Grief & Loss
Family Building
Divorce
Retirement
Health Issues
Grief & Loss
Family Building
Divorce
Women
NextGen
Underrepresented Groups
Retirement
Why Willow?
- We Are Advisors
We’re former financial advisors, bankers, and asset manager. We understand your goals.
- We Are Diverse
We leverage our experiences as women, NextGen and other underrepresented individuals to grasp the present and future needs of today’s clients.
- Proven Success
We have a track record of helping financial advisors find and acquire today’s clients.
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.