○ Introductions to Prospective Clients.
○ Digital Account Opening & Funding.
Scale Your Practice
Zoe Financial helps consumers find, hire and grow their wealth all in one platform. Zoe approved advisors appreciate a reliable client growth channel, accelerated client onboarding, and significant time saved on investing.
Scale Your Practice
Zoe Financial helps consumers find, hire and grow their wealth all in one platform. Zoe approved advisors appreciate a reliable client growth channel, accelerated client onboarding, and significant time saved on investing.
Jumpstart Your Digital Client Acquisition
As your outsourced business development partner, we work alongside you to understand your target market, schedule pre-qualified prospects directly on your calendar, and seamlessly onboard your new clients.
Jumpstart Your Digital Client Acquisition
Advisors on the Zoe Wealth Platform see an average 3x increase in client acquisition.* As your outsourced business development partner, we work alongside you to understand your target market, schedule pre-qualified prospects directly on your calendar, and seamlessly onboard your new clients.
*The 3x increase in client acquisition seen by the advisors is based on metrics from Zoe’s propietary data.
Jumpstart Your Digital Client Acquisition
Advisors on the Zoe Wealth Platform see an average 3x increase in client acquisition.* As your outsourced business development partner, we work alongside you to understand your target market, schedule pre-qualified prospects directly on your calendar, and seamlessly onboard your new clients.
*The 3x increase in client acquisition seen by the advisors is based on metrics from Zoe’s propietary data.
Win New Clients And Automate Investments, All In One Platform.
Win New Clients And Automate Investments,
All In One Platform.
Win New Clients And Automate Investments, All In One Platform.
Learn more about how we vet the advisors in our network at zoefin.com/advisor-vetting-process
Learn more about how we vet the advisors in our network at zoefin.com/advisor-vetting-process
An End-To-End Digital Client Experience
An End-to-end Digital Client Experience
○ Modern Client Dashboard.
○ Model Marketplace.
○ Automated Rebalancing.
○ Billing & Performance.
○ Introductions to Prospective Clients.
○ Digital Account Opening & Funding.
○ Modern Client Dashboard.
○ Model Marketplace.
○ Automated Rebalancing.
○ Billing & Performance.
○ Introductions to Prospective Clients.
○ Digital Account Opening & Funding.
○ Modern Client Dashboard.
○ Model Marketplace.
○ Automated Rebalancing.
○ Billing & Performance.
Zoe has reimagined the client experience and created a platform that will allow advisors to reach a new generation of investors. GreenUp is beyond excited to partner with Zoe to help a new generation navigate the complexities of an increasingly complex financial landscape.
The staff at Zoe are going to make sure that the client gets paired with the advisors who are going to be a good fit for them. So I know that those are calling in or signing up online are going to get taken care of. Then I just enjoy working with the people in the back office.
Partnering with Zoe has allowed us to onboard clients & deliver the best service in a frictionless way. Their platform enables our advisors to focus on offering investment management solutions with a personal touch while scaling efficiently.
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The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
Still have questions?
To accelerate their growth. Zoe offers RIAs a premiere C-Suite solution that saves them time while growing their business. Advisors receive a seal of approval verifying they are among the top 5% in the country. Being in the Zoe Network provides advisors an additional support system and tools to scale their practice strategically.
Above all, advisors partner with Zoe because they share Zoe’s philosophy of reducing conflicts of interest between advisors and clients and are on a similar mission to accelerate wealth creation through exceptional client experience and innovative technology.
Zoe partners with growth-minded advisors that work with “planning first” practices. They believe that there is a better way to work with people than what the brokerage industry has traditionally established.
They are committed to their client’s wellbeing and the achieving of their long life goals, operating as a family office for each of them. On the investment side, they have an evidence-based approach with an emphasis on keeping implementation costs low.
Once the advisor’s clean record is confirmed, applicants are separated according to their qualifications and only those with one or more required designations (CFP®, CFA®, CPA) move to the next step. After this, experience is evaluated. All advisors must have a minimum of 5 years of relevant experience to qualify to be Zoe Certified.
Later on, we ensure that the advisor is interest-aligned and has minimal conflicts of interest. They must be unbiased, transparent, and have a competitive pricing structure. Finally, an in-depth assessment is conducted to assess subject-matter knowledge, ability to problem solve, financial and investment process, as well as operational efficiency. The assessment also evaluates their communication skills and the overall client experience they offer.
Our business development team ensures prospects understand the different fee payment options as well as the differences between an aligned-interest RIA and a broker. In addition, they verify income and asset levels to ensure each client meets the minimums of the matched advisors.
Still have questions?
To accelerate their growth. Zoe offers RIAs a premiere C-Suite solution that saves them time while growing their business. Being in the Zoe Network provides advisors an additional support system and tools to scale their practice strategically.
Above all, advisors partner with Zoe because they share Zoe’s philosophy of reducing conflicts of interest between advisors and clients and are on a similar mission to accelerate wealth creation through exceptional client experience and innovative technology.
Zoe partners with growth-minded advisors that work with “planning first” practices. They believe that there is a better way to work with people than what the brokerage industry has traditionally established.
They are committed to their client’s wellbeing and the achieving of their long life goals, operating as a family office for each of them. On the investment side, they have an evidence-based approach with an emphasis on keeping implementation costs low.
Once the advisor’s clean record is confirmed, applicants are separated according to their qualifications and only those with one or more required designations (CFP®, CFA®, CPA) move to the next step. After this, experience is evaluated. All advisors must have a minimum of 5 years of relevant experience to qualify to be Zoe Certified.
Later on, we ensure that the advisor is interest-aligned and has minimal conflicts of interest. They must be unbiased, transparent, and have a competitive pricing structure. Finally, an in-depth assessment is conducted to assess subject-matter knowledge, ability to problem solve, financial and investment process, as well as operational efficiency. The assessment also evaluates their communication skills and the overall client experience they offer.
Our business development team ensures prospects understand the different fee payment options as well as the differences between an aligned-interest RIA and a broker. In addition, they verify income and asset levels to ensure each client meets the minimums of the matched advisors.
Still have questions?
To accelerate their growth. Zoe offers RIAs a premiere C-Suite solution that saves them time while growing their business. Advisors receive a seal of approval verifying they are among the top 5% in the country. Being in the Zoe Network provides advisors an additional support system and tools to scale their practice strategically.
Above all, advisors partner with Zoe because they share Zoe’s philosophy of reducing conflicts of interest between advisors and clients and are on a similar mission to accelerate wealth creation through exceptional client experience and innovative technology.
Zoe partners with growth-minded advisors that work with “planning first” practices. They believe that there is a better way to work with people than what the brokerage industry has traditionally established.
They are committed to their client’s wellbeing and the achieving of their long life goals, operating as a family office for each of them. On the investment side, they have an evidence-based approach with an emphasis on keeping implementation costs low.
Once the advisor’s clean record is confirmed, applicants are separated according to their qualifications and only those with one or more required designations (CFP®, CFA®, CPA) move to the next step. After this, experience is evaluated. All advisors must have a minimum of 5 years of relevant experience to qualify to be Zoe Certified.
Later on, we ensure that the advisor is interest-aligned and has minimal conflicts of interest. They must be unbiased, transparent, and have a competitive pricing structure. Finally, an in-depth assessment is conducted to assess subject-matter knowledge, ability to problem solve, financial and investment process, as well as operational efficiency. The assessment also evaluates their communication skills and the overall client experience they offer.
Our business development team ensures prospects understand the different fee payment options as well as the differences between an aligned-interest RIA and a broker. In addition, they verify income and asset levels to ensure each client meets the minimums of the matched advisors.
Grow Your Wealth With
The Zoe Advisor Network
The Zoe Advisor Network
Grow Your Wealth With The Zoe Advisor Network