Combining behavioral insights with real world experience, we provide proven methods, tools, and programs, that help individuals and businesses to thrive and flourish.


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


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


If you are a financial advisor seeking to grow your business and be more effective in your practice, 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.

The Pocket Guide to Sales for Financial Advisors


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.


Learn More

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.




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!

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.


"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

Beverly Flaxington is Featured on FA.com

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Bev’s latest book, The Pocket Guide to Sales for Financial Advisors, is profiled on FA.com.


How Advisors Can Sell Without Being Pushy

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In a recent ThinkAdvisor.com article, veteran coach Beverly Flaxington of The Collaborative says advisors can build their firms without becoming ‘aggressive, pushy’ salespeople.


Networking Not Working? Tips for Success

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Read as Bev gives tips on how you can succeed in networking… Continue reading here…

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6 Ways Leaders Can Earn and Keep Trust

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Take these six steps to earn the badge of “trustworthy” from others. Read here