Equitable Advisors reviews

Thank you for the feedback and we are heavily focused on holistic life planning. In fact, we offer a well-structured HLP curriculum with tools designed to help you become the best version of yourself as a Financial Professional so you can then, in turn, coach your clients through their life stages. We have partnered with Columbia University to create the first of its kind in the industry: The Holistic Financial Coach Program. Our financial professionals who have been through this program (and obtained the HLP certification through Columbia) have provided very positive feedback. This certification integrates traditional financial planning with science-based, whole-brain, Ivy-League coaching -- resulting in a more purpose-driven financial plan.