From the experience of
McKenzie Lannon, CFP®
United Capital Advisor & Zoe Network Advisor
Case Study: Say Yes to More Clients
Case Study: Say Yes to More Clients
How Zoe helps advisors streamline onboarding and say "yes" to more clients.
How Zoe helps advisors streamline onboarding and say "yes" to more clients.
From the experience of
McKenzie Lannon, CFP®
United Capital Advisor & Zoe Network Advisor
From the experience of
McKenzie Lannon, CFP®
United Capital Advisor & Zoe Network Advisor
A Dashboard That Shows it All
A Dashboard That Shows it All
View every client account, registration, and total asset balance in one streamlined screen.
View every client account, registration, and total asset balance in one streamlined screen.
Unified view of all accounts and registrations
Unified view of all accounts and registrations
Quick drill-down for client-level detail
Quick drill-down for client-level detail
A Dashboard That Shows it All
View every client account, registration, and total asset balance in one streamlined screen.
Unified view of all accounts and registrations
Quick drill-down for client-level detail
Account Setup Made Simple
Account Setup Made Simple
Open and fund accounts without the usual steps and delays found at other custodians.
Open and fund accounts without the usual steps and delays found at other custodians.
Fast, intuitive digital onboarding
Fast, intuitive digital onboarding
Ready to trade without back-and-forth paperwork
Ready to trade without back-and-forth paperwork
Account Setup Made Simple
Open and fund accounts without the usual steps and delays found at other custodians.
Fast, intuitive digital onboarding
Ready to trade without back-and-forth paperwork
“
“
The first thing that caught my attention was really how simple and streamlined the platform was… everything kind of in one dashboard view, from individual client accounts to total assets invested."
The first thing that caught my attention was really how simple and streamlined the platform was… everything kind of in one dashboard view, from individual client accounts to total assets invested."
McKenzie Lannon, CFP®
McKenzie Lannon, CFP®
“
The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks.
McKenzie Lannon, CFP®
Seamless Transfers, Real-Time Answers
Seamless Transfers, Real-Time Answers
Rely on a dedicated Zoe specialist to resolve account and transfer questions quickly.
Quick help for client questions and forms
Hands-on assistance for asset transfers
Rely on a dedicated Zoe specialist to resolve account and transfer questions quickly.
Quick help for client questions and forms
Hands-on assistance for asset transfers
Seamless Transfers, Real-Time Answers
Rely on a dedicated Zoe specialist to resolve account and transfer questions quickly.
Quick help for client questions and forms
Hands-on assistance for asset transfers
Rely on a dedicated Zoe specialist to resolve account and transfer questions quickly.
Quick help for client questions and forms
Hands-on assistance for asset transfers
Less Paperwork, More Client Time
Less Paperwork, More Client Time
Reduce administrative corrections and focus on higher-value conversations with clients.
Cuts time spent correcting forms
Frees capacity for both emerging and high-net-worth clients
Reduce administrative corrections and focus on higher-value conversations with clients.
Cuts time spent correcting forms
Frees capacity for both emerging and high-net-worth clients
Less Paperwork, More Client Time
Reduce administrative corrections and focus on higher-value conversations with clients.
Cuts time spent correcting forms
Frees capacity for both emerging and high-net-worth clients
Reduce administrative corrections and focus on higher-value conversations with clients.
Cuts time spent correcting forms
Frees capacity for both emerging and high-net-worth clients
“
The Zoe team was always there to lend a helping hand, whether it was supporting me or communicating directly with the client, I always knew they had my back."
McKenzie Lannon, CFP®
“
The Zoe team was always there to lend a helping hand, whether it was supporting me or communicating directly with the client, I always knew they had my back."
McKenzie Lannon, CFP®
“
The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks.
McKenzie Lannon, CFP®
Fractional Shares That Expand Access
Fractional Shares That Expand Access
Offer diversified portfolios to clients below traditional minimums.
Offer diversified portfolios to clients below traditional minimums.
Serve Roth IRA and starter portfolios under $10k
Serve Roth IRA and starter portfolios under $10k
Enable every client to begin with a diversified fund
Enable every client to begin with a diversified fund
Fractional Shares That Expand Access
Offer diversified portfolios to clients below traditional minimums.
Serve Roth IRA and starter portfolios under $10k
Enable every client to begin with a diversified fund
“
The Zoe team was always there to lend a helping hand, whether it was supporting me or communicating directly with the client, I always knew they had my back."
McKenzie Lannon, CFP®
“
The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks.
McKenzie Lannon, CFP®
“
The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks."
McKenzie Lannon, CFP®
Watch The Complete Story
Watch The Complete Story
Watch The Complete Story
Download the Case Study
Download the Case Study
Download the Case Study
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by United Capital Financial Advisors, LLC nor McKenzie Lannon, CFP®.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by United Capital Financial Advisors, LLC nor McKenzie Lannon, CFP®.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by United Capital Financial Advisors, LLC nor McKenzie Lannon, CFP®.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The preceding testimonials are provided by current members of the Zoe Advisor Network. No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by United Capital Financial Advisors, LLC nor McKenzie Lannon, CFP®.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved