JOIN THE ZOE ADVISOR NETWORK
If you’re looking to grow your practice, Zoe is the leading advisor platform to help you do so.
There is no cost to join our network, as access is based on merit. We only benefit if a lead becomes a client.
Join Zoe Financial and help transform lives today.
WE ARE GROWING
Thousands are looking to Zoe to help them find their ideal advisor.
WE ARE EFFECTIVE
We focus on helping you find the right client, so you can spend less time marketing and more time doing what you’re best at: helping your clients.
WE ARE TRANSFORMING
Finding unique ways to help people transform their finances has been our top priority from day one. And we need high-caliber advisors to help us along the way.
SUBMISSION PROCESS
Complete questionnaire (5 minutes)
- Answer a few questions to determine if you meet the prerequisites to join our network. You will receive an email with your next steps once this is complete.
Minimum requirements to advance to the next phase of the process:
- 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, or a graduate degree in a related field (i.e. Finance, Accounting)
- RIA practice should not have an insurance license to sell any insurance products
Talk to us
- Once we have reviewed your answers, and if you meet our prerequisites, we will reach out to schedule a call to make sure you are a great fit. Our process includes questions about your experience, interests, and expertise.