Zoe Advisor Network
Frequently Asked Questions
|First, applicants must have a clean record. They are then separated according to their qualifications (CFP, CFA, CPA) and those without required designations are excluded. Experience is evaluated. All advisors must have a minimum of 5 years of relevant experience. Next, we ensure that the advisor has no conflicts of interest and is fee-only. They must be unbiased, transparent, fiduciary, and have competitive pricing. An in-depth assessment is conducted to asses subject-matter knowledge, ability to problem solve, financial and investment process, as well as operational efficiency. The assessment also evaluates their communication skills and overall client experience.|
|Zoe Network Advisors are “planning first” practices. On the investment side, they all have an evidence-based approach with an emphasis on keeping implementation costs low.|
|Yes. Zoe Network Advisors cannot have any type of broker affiliations, nor can they hold insurance licenses. Advisors cannot earn commissions or compensation from insurance products, private funds, or other investments. In addition, ADV records must be clean of any client complaints or investment-related violations.|
|To accelerate their growth. For validation that their practice is among the top 5% in the country. Above all, advisors join the network because they share in Zoe’s philosophy of reducing conflicts of interest between advisor and client and are on a similar mission to empower consumers to make better financial decisions.|
|Zoe referred clients (investors) are affluent households seeking meaningful, long-term financial advice and guidance from top-tier independent advisors.|
Our marketing team uses cutting edge, hyper-targeted marketing strategies to provide you with the most qualified clients.
|Our client concierge ensures prospects understand the different fee payment options as well as the differences between a fee-only RIA and a broker. In addition, they verify income and assets levels to ensure each client meets the minimums of the matched advisors.|
|No. Zoe Network Advisors maintain their independence and have many other sources to grow their practice. They also continue their relationships with existing clients.|
|Yes. Zoe Network Advisors are provided business development coaching and powerful tools, such as a pipeline-management dashboard.|
|Zoe Network advisors pay an ongoing referral fee to Zoe for finding them high-quality clients. Advisors only pay Zoe if the prospective client decides to hire them. This way, Zoe “walks the walk;” as we do not receive compensation from an advisor unless it is a successful match!|
|No. Zoe chooses advisors on their abilities rather than their ability to pay. We do not charge the advisor a fee to join the network.|
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