Zoe Advisor Hub

Zoe Advisor Hub

Welcome to the Network!

Welcome to the Network!

Having you in our Network is part of what enables us to accomplish our purpose of empowering consumers to make better financial decisions.

Are You New to Zoe?
Learn the Basics!

Been Here for a While?
Advisor Tool Kit

What Makes a Top 5% Advisor

Ensure a Great Experience

1. Don’t miss, reschedule, or be late to prospect calls.
2. Keep your calendar up to date.
3. Treat all prospects with respect & professionalism.

Turn Prospects into Clients

1. Always set next steps with prospects.
2. Manage your prospects’ pipeline by calling & following up.
3. Maintain a min score of 4/5 on prospects’ post-call feedback.
4. Keep a min. hire rate of 10%

Work as Partners
with Zoe

1. Be respectful to all Zoe team members. 
2. Be responsive & keep Zoe informed on your prospects. 
3. Promptly send pre-call Introductory & post-call Next Step/Summary emails to prospects.

Embrace
Feedback

1. Attend Sales Best Practices Trainings.
2. Use Zoe Call Recording Feature to listen to your calls.
3. Meet with Zoe Sales Coach.
4. Review your process & embrace feedback.

Explore a Few Handy Resources

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Advisor Resources

<img decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/06/Knowing-Who-Your-Client-Is-More-Important-Than-Ever-Zoe-300x200.png" class="attachment-medium size-medium wp-image-164027" alt="Knowing Who Your Client Is- More Important Than Ever | Zoe" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/06/Knowing-Who-Your-Client-Is-More-Important-Than-Ever-Zoe-300x200.png 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/06/Knowing-Who-Your-Client-Is-More-Important-Than-Ever-Zoe-1024x683.png 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/06/Knowing-Who-Your-Client-Is-More-Important-Than-Ever-Zoe-768x512.png 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/06/Knowing-Who-Your-Client-Is-More-Important-Than-Ever-Zoe-1536x1024.png 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/06/Knowing-Who-Your-Client-Is-More-Important-Than-Ever-Zoe-2048x1365.png 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Knowing Who Your Client Is- More Important Than Ever | Zoe

Knowing Who Your Client Is: More Important Than Ever

Knowing Who Your Client Is: More Important Than Ever Published...

<img decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/05/Zoe-_-Is-It-Time-To-Nix-The-Niche_-1-300x200.png" class="attachment-medium size-medium wp-image-163076" alt="" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/05/Zoe-_-Is-It-Time-To-Nix-The-Niche_-1-300x200.png 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/05/Zoe-_-Is-It-Time-To-Nix-The-Niche_-1-1024x683.png 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/05/Zoe-_-Is-It-Time-To-Nix-The-Niche_-1-768x512.png 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/05/Zoe-_-Is-It-Time-To-Nix-The-Niche_-1-1536x1024.png 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/05/Zoe-_-Is-It-Time-To-Nix-The-Niche_-1-2048x1365.png 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Is it Time to Nix the Niche?

Is It Time To Nix The Niche? Published May 10,...

<img loading="lazy" decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/04/Zoe-How-To-Know-If-Your-Pricing-Is-Right-300x200.jpeg" class="attachment-medium size-medium wp-image-162670" alt="Zoe | How To: Know If Your Pricing Is Right" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/04/Zoe-How-To-Know-If-Your-Pricing-Is-Right-300x200.jpeg 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Zoe-How-To-Know-If-Your-Pricing-Is-Right-1024x683.jpeg 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Zoe-How-To-Know-If-Your-Pricing-Is-Right-768x512.jpeg 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Zoe-How-To-Know-If-Your-Pricing-Is-Right-1536x1024.jpeg 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Zoe-How-To-Know-If-Your-Pricing-Is-Right-2048x1365.jpeg 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Zoe | How To: Know If Your Pricing Is Right

How To: Know If Your Pricing Is Right

How To: Know If Your Pricing Is Right Published April...

<img loading="lazy" decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/04/Would-You-Rather-Tax-Edition-Zoe-300x200.jpeg" class="attachment-medium size-medium wp-image-162599" alt="Zoe | Would You Rather: Tax Edition" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/04/Would-You-Rather-Tax-Edition-Zoe-300x200.jpeg 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Would-You-Rather-Tax-Edition-Zoe-1024x683.jpeg 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Would-You-Rather-Tax-Edition-Zoe-768x512.jpeg 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Would-You-Rather-Tax-Edition-Zoe-1536x1024.jpeg 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/Would-You-Rather-Tax-Edition-Zoe-2048x1365.jpeg 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Zoe | Would You Rather: Tax Edition

Would You Rather: Tax Edition

Would You Rather: Tax Edition Published April 22, 2022 Reading...

<img loading="lazy" decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_309024924-300x200.jpeg" class="attachment-medium size-medium wp-image-162537" alt="Zoe | Opening the Backdoor for a Roth" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_309024924-300x200.jpeg 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_309024924-1024x683.jpeg 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_309024924-768x512.jpeg 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_309024924-1536x1024.jpeg 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_309024924-2048x1365.jpeg 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Zoe | Opening the Backdoor for a Roth

Opening the Backdoor for a Roth

Opening the Backdoor for a Roth Published April 14, 2022 ...

<img loading="lazy" decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_310928912-300x200.jpeg" class="attachment-medium size-medium wp-image-162374" alt="Zoe | Emotional Intelligence: A Game-Changing Quality for Advisors" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_310928912-300x200.jpeg 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_310928912-1024x683.jpeg 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_310928912-768x512.jpeg 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_310928912-1536x1024.jpeg 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/04/AdobeStock_310928912-2048x1365.jpeg 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Zoe | Emotional Intelligence: A Game-Changing Quality for Advisors

Emotional Intelligence: A Game-Changing Quality for Advisors

Emotional Intelligence: A Game-Changing Quality for Advisors Published April 7,...

<img loading="lazy" decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/03/AdobeStock_363630625-300x200.jpeg" class="attachment-medium size-medium wp-image-160630" alt="Zoe | A Piece Of Advice From and To Female Advisors" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/03/AdobeStock_363630625-300x200.jpeg 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/AdobeStock_363630625-1024x683.jpeg 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/AdobeStock_363630625-768x513.jpeg 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/AdobeStock_363630625-1536x1025.jpeg 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/AdobeStock_363630625-2048x1367.jpeg 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Zoe | A Piece Of Advice From and To Female Advisors

A Piece Of Advice From and To Female Advisors

A Piece Of Advice From and To Female Advisors Published...

<img loading="lazy" decoding="async" width="300" height="200" src="https://wp-test.zoefin.com/wp-content/uploads/2022/03/Zoe-Value-Legacy-Planning-300x200.png" class="attachment-medium size-medium wp-image-159760" alt="Zoe | Value Legacy Planning" srcset="https://wp-test.zoefin.com/wp-content/uploads/2022/03/Zoe-Value-Legacy-Planning-300x200.png 300w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/Zoe-Value-Legacy-Planning-1024x684.png 1024w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/Zoe-Value-Legacy-Planning-768x513.png 768w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/Zoe-Value-Legacy-Planning-1536x1025.png 1536w, https://wp-test.zoefin.com/wp-content/uploads/2022/03/Zoe-Value-Legacy-Planning-2048x1367.png 2048w" sizes="(max-width: 300px) 100vw, 300px" />

Zoe | Value Legacy Planning

The Unexplored Value Of Legacy Planning

The Unexplored Value Of Legacy Planning Published March 17, 2022 ...

Exclusively For Certified Advisors

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We’ve Got Your Back!

We’ve Got Your Back!

We are committed to staying hyper-responsive to you as our partner, and are dedicated to helping you grow your business and improve your client acquisition process.

If you have any questions, issues, or would like to discuss best practices with a member of our team, don’t hesitate to reach out!

Email: [email protected]
Phone: 737-204-8664
Or schedule time with advisor support