How Delivering Services Beyond Financial Advice Can Help You Grow and Retain Your Client Base

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In This Episode

Lacy Garcia, Founder and CEO of Willow offers a brilliantly simple idea for financial advisors looking to grow their business while securing the legacy of the firm they have built to date. By going beyond financial advice and creating new, interactive opportunities for your clients, prospects, and referral partners Lacy says you can create a unique, growth oriented community that will thrive for generations to come.

Our Guest

Lacy Garcia is the Founder & CEO of Willow (trustwillow.com). Willow is a financial technology and education platform that helps financial institutions and advisors better retain and grow business with women and underrepresented investors through Financial Life Coaching™


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