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 provide business consulting services in leadership development and management specializing in management consulting and advisory services for the financial industry

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.

Sales Programs for Advisors Infographic

NEW PROGRAM

Sales Program for Financial Advisors
Online Tools for Growth

Proven sales and marketing practices for advisor growth, now delivered in a multi-media, entirely virtual, environment so advisors all around the world can learn and grow.

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FINANCIAL INDUSTRY PRODUCTS

$4.95
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Tools for Advisors

The Pitchbook: Best Practices

$2.95