Willow partners with financial advisors and institutions to help them attract, retain and grow relationships with New Majority investors: Women, NextGen, People of Color, and individuals/families navigating life events. Willow’s platform provides practice management CE seminars, coaching, and content for advisors, as well as 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. Willow partners with financial services firms to help advisors better build relationships with clients in order to attract and retain Investors and prospects in the New Majority, as well as grow their business by opening up investable assets. Willow’s platform provides Financial Life Coaching™ for advisors and their clients. Our personalized financial guidance is connected to real life. We focus on significant life events and their financial impact and overall wellness, such as divorce, grief & loss, family building, career, and entrepreneurship. Our digital platform includes CE-accredited on-demand seminars, self-serve content, group programs, and 1:1 coaching.