The Zoe Advisor Vetting Process
We reject 95% of advisors so you don’t have to.
You only hire the best fiduciary advisors through Zoe. Our advisor vetting process ensures that you only work with the best.
Credentials & Education
We separate advisors according to their qualifications, e.g. CFP, CFA,CPA. Advisors without the required designation are excluded.
Experience
Knowledge comes with experience. We ensure that every advisor we recommend has the necessary relevant experience.
Unbiased & Transparent
All advisors are fiduciaries, required to have competitive pricing and disclose any conflicts of interest.
Quantitative Assessment
We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.
Qualitative Assessment
We assess their communication skills and overall client experience.
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Real financial planning should pay off today. Not in 10 years time