Willow partners with financial advisors and institutions to help them attract, retain and grow relationships with New Majority investors: Women, NextGen, BIPOC and individuals/families navigating life events. Willow’s platform provides practice management CE seminars, content and coaching for ...
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Willow partners with financial advisors and institutions to help them attract, retain and grow relationships with New Majority investors: Women, NextGen, BIPOC and individuals/families navigating life events. Willow’s platform provides practice management CE seminars, content and coaching for advisors, and Financial Life Coaching for clients and employees. Our hyper-personalized, digitally accessible financial guidance is connected to real life. We focus on key moments in life such as divorce, grief & loss, family building, career and entrepreneurship.
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