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 ...more

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.less