The Business Growth Resource for Financial Advisors

The Collaborative is The Advisor’s Trusted Advisor. We’ve organized over 20 years of content working directly on, and in, financial advisory firms. Our robust practice management platform consists of coaching, training, programs and consulting developed for the financial advisor’s needs.

We work hand-in-hand with financial advisors and wealth managers to help them grow faster, deepen existing client relationships and add more profitable clients.

We have developed a number of repeatable programs for large platform providers for use with their advisor clients. Our expertise is often profiled in industry periodicals and at industry events.

These programs were developed with the financial advisor in mind, and have been successful, both in the one person practice, and within some of the largest organizations in the industry.

The Pocket Guide to Sales for Financial Advisors

NEW RELEASE

THE POCKET GUIDE TO SALES FOR FINANCIAL ADVISORS

Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you—or someone on your team—need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

PURCHASE

FINANCIAL INDUSTRY PRODUCTS

$4.95
FREE
FREE
FREE
FREE

Tools for Advisors

The Pitchbook: Best Practices

$0.00