How do we ensure that you only work
with the best?

 

TOP 5%

financial advisor – our process – zoe financial – credentials and education

Credentials & Education

We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Advisors without the required designation are excluded.

60% of advisors qualify

Financial Advisor – Our Process – Zoe Financial – Experience

Experience

Knowledge comes with experience. We ensure that every advisor we recommend has the necessary relevant experience.

44% of advisors qualify

Financial Advisor – Our Process – Zoe Financial – Unbiased and Transparent

Unbiased & Transparent

All advisors are fiduciaries, required to have competitive pricing and disclose any conflicts of interest. 

34% of advisors qualify

Financial Advisor – Our Process – Zoe Financial – Quantitative Assessment

Quantitative Assessment

We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.

12% of advisors qualify

Financial Advisor – Our Process – Zoe Financial – Qualitative Assessment

Qualitative Assessment

We assess their communication skills and overall client experience.

5% of advisors qualify – Zoe’s Top 5%

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