Pathways to Diversity, Equity & Inclusion
At Willow, our perspective is that our differences make us better. We live in a diverse world, and our success depends on our ability to support, embrace and celebrate diversity.
We respect and value diverse life experiences and heritages and strive to ensure that all voices are valued and heard. By cultivating and upholding a diverse, inclusive, and equitable culture where all members, whatever their gender expression, identity, race, ethnicity, national origin, age, sexual orientation or identity, education or ability, feel valued and respected, we are committed to modeling diversity and inclusion, and upholding an inclusive environment with equitable treatment for all.
At the heart of Willow is supporting women along their financial journeys. While financial challenges affect all people, we know that women experience unique challenges and our goal is to support them as they navigate their path. We have specific focus in helping women during divorce, widows, those making career decisions and caregivers.
The Willow Pathways plan outlines our deliberate approach and achievable actions that will make Willow diverse and inclusive. Our action plan emphasizes the value of developing a workplace, culture and community that embodies the diversity of our country to advance Willow’s mission to empower women on their financial and life journeys.
Recruitment:
We are committed to a nondiscriminatory approach and provide equal opportunity for employment and advancement. We have a committed focus on strategies to identify, recruit, and retain employees, coaches, advisors, planners, and experts who have been historically underrepresented in the financial services industry, and who reflect the diversity of our society.
Leadership:
Willow is committed to spending time and resources to expand more diverse leadership throughout our company and community. We will lead with respect and tolerance. Via proactive outreach and communication, it is our ongoing goal to promote diversity and inclusion in all workplace interactions and everyday practices. With ownership and accountability plans, we see diversity and inclusion as connected to our mission and the employees and community we serve.
Knowledge & Engagement:
We are dedicated to pursuing cultural competency throughout our organization and community by creating substantive learning opportunities and policies. In working with our networks, we will cultivate a collective effort to pool resources, knowledge and wisdom to expand offerings for underrepresented constituents. Willow welcomes input from our community as we build our diversity, inclusion and equity practices.
Community:
The Willow Pathways plan focuses on ensuring that our community can thrive in their financial and life journeys, while providing opportunities to learn about and embrace diverse perspectives. This includes programs, curriculum resources and a welcoming environment for women of color. Every person has a story and Willow is poised to help our clients, coaches, advisors, experts and employees learn from and embrace them.
Our collective work of promoting diversity, inclusion and equity is an ongoing process. Willow is committed to taking real action with both short- and long-term impacts.
For Individuals
Willow Talk
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.
Willow provides a matching service based on a computer algorithm to match the data you provide Willow to an Advisor. Willow only matches clients to Advisors that have taken and passed our certification courses and signed up for our matching service platform.
The Advisors we refer, have all paid Willow for both the courses and the matching service platform. Advisers provide cash compensation to Willow of up to $5,200 per year in connection with client referral services, and up to $800 per year in connection with participation in Willow’s certificate program. Such compensation arrangements may be subject to discounts.
Willow does not match clients to Advisors that do not pay for these services. This is a conflict of interest. To mitigate this conflict the matching algorithm directs clients to Advisors based solely on a correlation of the personal data you provide with the experience, background and beliefs of Advisors that have paid to be on the Willow platform.
Willow solicits and publishes testimonials from our existing clients and Advisors. Willow does not compensate clients or Advisors for testimonials in any way. Interactions with individual Advisors will vary.
Willow does not guarantee your interactions with the matched Advisor(s) will be the same as represented in any testimonial or will generate any specific investment result. Testimonials are not a guarantee of future performance or success.
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.
