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.

Featured Products for Better Business Building

Ready for Growth?

Welcome to the Advisor’s Sales Academy, where industry expert, Beverly Flaxington, will facilitate live-broadcast webinars on the essential skills to grow an advisory practice and train the next generation of advisors to lead your firm. Join the limited seating Mastermind group to learn from peers and get one-on-one expert advice from Bev.


Download these Free Resources Today to Get Started

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Now Available

The Pocket Guide to Sales for Financial Advisors

The Pocket Guide to Sales for Financial Advisors
The bestselling Amazon sales book to 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.


Want to Know More?

Contact us today if you would like to learn more about how our products and programs can help you build a more profitable and successful firm.

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