UNLOCK THE POWER IN YOUR EMPLOYEES, YOUR TEAMS & YOUR FIRM

We provide proven approaches that increase productivity and add value for businesses and the people they employ.

DEEP FINANCIAL SERVICES EXPERTISE

Grow faster. Add more profitable clients. Industry-tested approaches for financial services professionals to measurably impact their firm’s productivity.

SUPERIOR EMPLOYEE PERFORMANCE

Work more effectively as a team. Insightful change management strategies and tactics that help clients integrate collaboration and goal-oriented processes into their firm’s DNA.

POWERFUL CAREERS

Leadership development. Clear purpose and direction. Career-making, proven success methods for both individuals and the companies that employ them. 

BEVERLY D. FLAXINGTON, The human behavior coach®

It is human nature to do things the way we’ve always done them, simply because learning another way requires time and energy we don’t have. Beverly’s time-tested program uncovers the obstacles and then delivers an effective plan for anyone to successfully implement, from CEO’s to staff members in all sized companies.

The Pocket Guide to Sales for Financial Advisors

NOW AVAILABLE

The Pocket Guide to Sales for Financial Advisors

Learn valuable skills for building your advisory firm’s sales, improving customer relationships and planning
for the future with this easy-to-read, action-oriented guidebook.

PURCHASE ON AMAZON

Learn More

ADVISOR’S TRUSTED ADVISOR

The Collaborative has been the
Advisor’s Trusted Advisor for close to twenty years.

Our proprietary practice management platform offers customized
tools and resources dedicated to the specific needs of financial advisors.

ADVISOR’S SALES ACADEMY

Proven tools for organic growth.

Live, hands-on, learning opportunities designed for those
successful advisors who want to improve their sales skills.

Are you ready to use the S.H.I.F.T. Model™ in your life? Sign up and receive five free worksheets designed to give you the tools to specify your desired outcome, identify the obstacles, and form a disciplined plan of action to make your shift.

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Don’t own Make Your SHIFT: The Five Most Powerful Moves You Can Make to Get Where YOU Want to Go?

Make the SHIFT and buy the book here now!

WHAT OUR CLIENTS ARE SAYING

"Bev is one of those true caring professionals that make you and your organization stronger. Bev has helped me make more effective decisions on the core and most important issues, the team. Bev’s advice on hiring and managing our team has been invaluable. Her practical, sensitive, honest and real advice is something that every business owner/manager needs."

− Michael E. Goodman, CPA/PFS, CFP® - President Wealthstream Advisors

"Our goal was to increase awareness of and sell our hedge fund-of-funds to an institutional marketplace; and while we’d had great success growing the fund with individual investors, we had neither marketing collateral nor a sales plan for institutions. The Collaborative did a great job in developing marketing material – including a unique sales video letter – and selling tactics that will make us much more successful in this very competitive market."

− Bryn Torkelson - Founder and Visionary, Matisse Capital Management

"Your sales and client service training was relevant, effective and appreciated by our employees. It also provided unexpected benefits through improved internal communication and a better understanding of what is truly important to our customers."

− Jan A. Miller - President & CEO, Wainwright Bank

"Rebranding and repositioning with The Collaborative opened up people's eyes to all that we do. We're getting calls out of the blue now; many incoming calls we never got before and several new clients – and the program's just begun! Everybody should use The Collaborative if they want to take their business to the next level. We could never have done this without their help."

− Jerry McCarthy - President, McCarthy Wealth & Tax Advisors
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RETURNSHIPS: INTERNSHIPS FOR A NEW GENERATION

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Bev provides 5 Tips on how to get the most out of a returnship. Check them out here!

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Prioritize and Worry About What You Can Control and What You Can’t But Can Influence

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Find interviews with Small Business experts on the Small Business Advocate show

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Success on Overcoming Your Fears and Insecurities

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Find interviews with Small Business experts on the Small Business Advocate show