THE ADVISOR’S TRUSTED ADVISOR

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.

Our programs have been developed with the financial advisor in mind. The business building and employee development programs have been successful, both in the one person practice, and within some of the largest organizations in the industry.

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.

TRUSTED ADVISOR PRODUCTS & SERVICES

The Six Keys to Presenting With Confidence for Financial Advisors eLearning Course

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The 7 Steps to Effective Business Building Programs was created exclusively for financial advisors to give them insights and specific tools for growth.

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Stand out in a crowded wealth management market. Order the eBook Selling for the Non-Sales Professional.

COMING SOON

The Pocket Guide to Sales for Financial Advisors coming mid-November

Also coming soon:

Online training for advisors and their teams. Learn in the comfort of your home or office how to present and communicate more effectively!

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Learn more about how these programs can help you build a more profitable and successful firm.

BEVERLY FLAXINGTON

Industry veteran Bev Flaxington has worked with thousands of financial services professionals over the years on topics ranging from building an effective business to leadership and change management. Financial firms rely on her as a trusted advisor to work with their internal teams, help to make better hires, groom sales staff for higher levels of effectiveness and enhance business practices. She has held several C-level positions in investment and financial advisory firms.