Beverly has spent over 25 years in the investment industry in a variety of business building and senior management roles. As a sales and marketing expert, corporate consultant, college professor, bestselling and Gold-award winning author, she has been featured in Selling Power Magazine and quoted in hundreds of media outlets, including the Wall Street Journal, MSNBC.com, USA Today, Investment News and Solutions Magazine for the FPA. She speaks frequently at investment industry conferences and is on the speaker’s list for the CFA Institute. She currently writes a column for Adviser Perspectives magazine on people issues in the financial services workplace.
Her bestselling book, Understanding Other People: The Five Secrets to Human Behavior, won the Gold Award from Readers Favorite. The American Entrepreneur called it, “one of the best business books in the country today”. She authored Make the Shift: The Proven Five-Step Plan to Success for Corporate Teams based upon her trademarked change management and goal achievement model. In March 2012, she released Make Your SHIFT: The Five Most Powerful Moves You Can Make to Get Where YOU Want to Go which became a bestseller on its first day of availability. She also authored The 7 Steps to Effective Business Building for Financial Advisors which was selected by the Financial Planning Association to make available to their members. She is co-author of Wealthbuilding: A Consumer’s Guide to Making Profitable and Comfortable Investment Decisions, published by Dearborn Financial Publishing.
Beverly co-founded The Collaborative in 1995; in 2008 she co-founded Advisors Trusted Advisor to offer dedicated practice management resources to financial advisors, planners and wealth managers. She is currently a Lecturer at Suffolk University teaching undergraduate students Leadership & Social Responsibility. Beverly is a Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). She uses the DISC and PIAV tools frequently in her work with individuals and organizations. Bev holds a BSBA and an MBA from Suffolk University.