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.

Over twenty years of best practices, tools, and approaches tested with thousands of advisors is now available in a virtual environment. Our offerings include:

  • Online programs through the Advisor’s Sales Academy (including Bev Flaxington’s book The Pocket Guide to Sales for Financial Advisors)
  • Ten educational, growth-oriented LIVE webinars to choose from
  • Mastermind groups to learn from your peers
  • One-on-one coaching with Collaborative experts
  • Sustainability in the form of one pagers, ongoing material and worksheets.

Talk to us today about customizing an effective program for your team.

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