MEET THE TEAM
Beverly D. Flaxington
The human behavior coach™
WILLIAM F. SHAW
William is an experienced retirement marketing professional with a passion for, and track record of, developing marketing programs that impactfully motivate Americans to invest for the future. He has worked for over 28 years in institutional marketing, sales, investment education, and account management, and plays a leadership role, speaking at industry conferences and serving on external boards and retirement-related task forces. He joined the Collaborative in January 2014, enhancing the firm’s focus on retirement and advisory consulting.
Previously, he served as Vice President, Director of Marketing and Communications, in the Retirement Wealth Management Division of The Hartford, after being acquired from MFS Investment Management. There he served as Senior Vice President, Director of Marketing & Communications since 1999. In both of these organizations he was responsible for the overall strategic direction and implementation of all marketing channel strategy, brand development, communication and education programs, advertising, product development roll-out and fulfillment for retirement plan participants, plan sponsors, investment professionals, broker dealers, consultants and TPA’s in the DB/DC, DC10, IRA, 529, health/education and tax exempt markets.
Prior to joining MFS, he was Vice President, Director of Plan Sponsor and Participant Marketing & Communications at Scudder, Stevens and Clarke. Prior to that, he was Director of Consultant Relations at John Hancock Funds, where he worked for more than ten years.
He served on the Board of Trustees to the Employee Benefits Research Institute in Washington (EBRI), was Chairman to the Profit Sharing 401(k) Council of America Advisory Board (PSCA) as well as elected to the PSCA Board of Directors, serves as a member of the Life Insurance Market Research Association (UMRA) Pension and Marketing Committees, and is an NASD licensed Principal, Series 6, 26, and 63.
He has delivered testimony for legislation sponsored by Senators Dole, Packwood, and Kennedy, as well as worked as a consultant for First Lady Hillary Rodham Clinton, during President Clinton’s first term in office. He is listed in Who, Who in the World, Who’s Who in America, and Who’s Who in Finance and Industry.
William received his M.B.A. from Boston University and a B.A. from Suffolk University.
Janet joins The Collaborative as Director of Coaching. She has extensive experience in coaching leaders whose job responsibilities have expanded through promotion or organizational growth. She develops and delivers customized leadership workshops, and facilitates groups, such as senior management retreats and board retreats.
She has held leadership roles as a member of the senior management team at Thomson Financial Software Division and Mintz Levin (law firm). She has personally managed groups of up to 60 employees.
Janet holds an MBA with a concentration in Organization Development from Boston College; certifications include Myers-Briggs, Neurolinguistic Programming (NLP), Lego Serious Play (a strategic facilitation process), Immunity to Change, a Gestalt-based group process, and ICF coach certification. She is a devotee of Carl Jung’s psychological concepts, having studied in Ireland, Vermont, and Boston, and has presented at the Jung Institute in Boston. She has been an adjunct faculty member in the management departments at Lesley University and Regis College.
Clients include a wide range of industries including high tech, financial services, biotech, pharmaceutical, non-profit and real estate development.
Jennifer M. Copley
Jennifer M. Copley joins The Collaborative as an accomplished business consultant, executive coach, trainer, facilitator, behavioral analyst, and talent assessment interpreter. She is the founder and managing partner of CopleyConsulting, an executive talent assessment and development firm located outside of Boston, Massachusetts. For more than two decades she has helped fast-growing companies assess, interpret, select and train top-performers. She continues to facilitate executive team building sessions that increase goal achievement through the understanding of human behaviors, motivators and decision-making.
Jennifer is the author of the forthcoming book entitled: Executive Team Building Breakthroughs: Improving Goal Execution Through Understanding Behaviors, Motivators & Decision-Making.
With over 15 years of experience as a marketing strategist and a graphic and interactive designer, Mark possesses a unique combination of design skill and business savvy that allows him to identify company goals and transform them into imaginative, bottom line-focused creative solutions. Mark works with Collaborative clients in a variety of capacities – providing design for training materials to ensure they are user-friendly and appealing, creating take-away. materials that are simple and easy to use, developing positioning and marketing strategies and look and feel, designing, developing and creating websites, and finding graphical ways to represent ideas and concepts. Many of The Collaborative and Advisors Trusted Advisor clients have benefitted from Mark’s unique approach as a talented artist, graphic designer and businessman. Prior to joining The Collaborative, Mark was the founder of Ezvaluator.com, an online provider of financial analytics designed for small businesses. He was a founding member of the strategy group at Plural, Inc. (now Dell Professional Services) and head of the company’s creative services group. In this position, he led both design and strategy teams for major financial and B2B clients. Prior to joining Plural, Mark was vice president of client solutions at Macquarium Intelligent Communications in Atlanta.
WHAT OUR CLIENTS ARE SAYING
"We benefited greatly from our relationship with the Collaborative team. We started out with a branding assignment but with a purpose…bringing in new business. They could relate to our spirit of driving for results and it showed in everything they did. Throughout the project we felt we had another teammate at the table. Making us feel unique with personalized solutions set them apart from others. We look forward to working with them again."− Holly D. Deem - COO, WealthTrust, LLC
"In working with the principals of The Collaborative we were able to develop and execute a more focused and defined business development strategy resulting in a dramatic increase in revenues and assets under management."− Kevin E. Birch - Vice President & Financial Advisor, UBS Financial Services
"We asked The Collaborative to help us transform our sales approach into a well-defined process, understand and investigate other sales channels and improve our marketing communications. Their investment industry knowledge and experience provided fast and effective results. With their guidance we’ve implemented sales and marketing improvements, held discussions with sales channel partners and continue to make positive changes based on Collaborative recommendations."− David Yuska - President & Founder, CAPS Incorporated
"Boston Advisors engaged the principals of The Collaborative to help define the 'story' of the firm - what we do best for our clients and how to tell them (and others!) about it. The Collaborative team came in, interviewed our professional staff, created our marketing material on a very limited budget and trained our sales and client officers in highly effective methods of communication. Our results have been tremendous, starting with improved internal teamwork to the end-result of increased sales and strong referral flows. The Collaborative's help has directly led to Boston Advisors ascension as a regional leader in the New England investment management marketplace."− Mike Vogelzang - President, Boston Advisors