Frequently Asked Questions
Zoe Advisor Network
To accelerate their growth. Zoe offers RIAs a premiere C-Suite solution that saves them time while growing their business. Advisors receive a seal of approval verifying they are among the top 5% in the country. Being in the Zoe Network provides advisors an additional support system and tools to scale their practice strategically.
Above all, advisors partner with Zoe because they share Zoe’s philosophy of reducing conflicts of interest between advisors and clients and are on a similar mission to accelerate wealth creation through exceptional client experience and innovative technology.
Zoe partners with growth-minded advisors that work with “planning first” practices. They believe that there is a better way to work with people than what the brokerage industry has traditionally established.
They are committed to their client’s wellbeing and the achieving of their long life goals, operating as a family office for each of them. On the investment side, they have an evidence-based approach with an emphasis on keeping implementation costs low.
Yes. Zoe Network Advisors do not have any type of broker affiliations. Advisors cannot earn commissions or compensation from investment products. In addition, ADV records must be clean of any client complaints or investment-related violations.
Once the advisor’s clean record is confirmed, applicants are separated according to their qualifications and only those with one or more required designations (CFP®, CFA®, CPA) move to the next step. After this, experience is evaluated. All advisors must have a minimum of 5 years of relevant experience to qualify to be Zoe Certified.
Later on, we ensure that the advisor is interest-aligned and has minimal conflicts of interest. They must be unbiased, transparent, and have a competitive pricing structure. Finally, an in-depth assessment is conducted to assess subject-matter knowledge, ability to problem solve, financial and investment process, as well as operational efficiency. The assessment also evaluates their communication skills and the overall client experience they offer.
Zoe referred clients (investors) are affluent households seeking meaningful, long-term financial advice and guidance in their financial life. They are thoughtful in their decisions, pragmatic, and value human connection and are educated on the importance of a long-term advisory relationship.
Zoe’s team uses cutting-edge, hyper-targeted strategies to provide advisors with the most qualified clients for them.
Our business development team ensures prospects understand the different fee payment options as well as the differences between an aligned-interest RIA and a broker. In addition, they verify income and asset levels to ensure each client meets the minimums of the matched advisors.
Yes. Zoe Network Advisors are provided business development coaching and powerful tools, such as a pipeline-management dashboard. Moreover, they receive exclusive content, have access to unique software partnership deals, and are exposed to brand-building exercises.
No. Zoe Certified Advisors maintain their independence and are welcome to use other sources to grow their practice. They also continue their relationships with existing clients.
We charge a one-time implementation fee and an ongoing membership fee depending on the number of advisors that are admitted from your practice.
Zoe Certified 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.
Join The Zoe Network
Join The Zoe Network
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