Zoe is the Premier Growth Network for Top-Tier Financial Advisors.
We find the right clients for great advisors.
Spend more time doing what you’re best at: helping clients.
Why Join Zoe?
How It Works
Complete our 3-minute questionnaire to determine if you meet Zoe’s prerequisites. Then, check your email for next steps.
Speak With Us
You may have one or several calls with the Zoe team to discuss your experience and expertise.
Grow With Us
Join the Zoe Advisor Network and accelerate your growth.
Minimum requirements: At least five years of relevant financial planning or financial advisory experience. Must be with an independent RIA, not associated with a broker-dealer. Required designations: CFP®, CFA, CPA.