We help financial institutions and professionals meet their goals through Coaching Team Building Team Facilitation Training Program Development Customized Programs Organizational Design Sales Force Effectiveness Training Online Courses
We drive business growth with human behavior-based training, coaching, and marketing services.
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The Collaborative wins Family Wealth Report’s WealthTech Americas Awards 2022 for Best Training Solution
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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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Bev on Strategies for Turning Difficult Clients Into Favorites
Collaborative founder/principal Bev Flaxington is featured on Barron’s Advisor’s The Way Forward podcast discussing how advisors can establish enduring, productive and harmonious long-term relationships. .
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Let Our Expertise Become Yours
Sales Force Effectiveness
Build a high-performance sales organization with training and marketing programs that get results.
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Professional Development Coaching
Achieve your goals more effectively with custom-tailored mentoring for individuals or teams.
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Training Program Development
Ensure learning is efficiently transmitted, shared, and retained within your organization.
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Team Building & Facilitation
Work through team challenges with proven, engaging methodologies designed to build consensus.
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Organizational Design & Development
Optimize the structure of your financial services firm and deploy your talent more effectively..
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For decades, The Collaborative has helped clients overcome obstacles and reach higher levels of success using our unique brand of professional development programs. Our forte is understanding people – how you think, how you communicate and most importantly, how to effect personal development. We put that expertise to work for our clients with unrivaled passion and a focus on obtaining superior RESULTS in everything we do.
Starting in the financial services industry, we have successfully assisted clients from many different types of companies. Our customized professional development programs are based on our vast knowledge of human behavior, and not on the industry at hand. This knowledge allows us to excel at helping our clients achieve sustainable change.
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Chart a Course to Success
Learn Selling Skills
Improve your advisory practice faster, better, and at your own pace with our eLearning courses at Advisor‘s Sales Academy.
Advisor's Sales Academy
Service Your Aging Clients
Follow our solution-based Financial Care Management platform for helping clients through the challenges of aging.
Aging With Financial Strength
Chart a Path to Personal Development
Looking for the push you need to achieve your biggest goals? It’s time to discover the power of The S.H.I.F.T. Model™ for Personal Improvement
Make Your SHIFT
“Working with Beverly and her team at the The Collborative has been transformative. The training has given my team confidence, the coaching has helped us to lead better and our processes are tighter. Wish we hired her years ago!”
− Kristine Porcaro
Co-Founder & President, Lexington Wealth Management
“Bev and her team at The Collaborative have proven to be an immediate trusted advisor to our firm, adding value from the start of our relationship. Their understanding of our industry and the complexities we have within our talent base have proven to be extremely helpful and valuable. I am thrilled to be working with them and fully expect to be for the long haul.”
− Jeffrey Unger
Founder and CEO, G2 Capital Advisors
“Over the years our firm had experienced nice but somewhat sporadic growth and I needed help taking a step back and looking at the bigger picture. On a scale of 1 to 10, Beverly and The Collaborative have been a 10 to work with. Beverly helped us slow down and identify the areas that we really needed to concentrate on in order to take the next steps in our firms growth. [She] is exceptionally adept at sizing up what she thinks will work for you and more importantly, what she thinks you can handle…. I have enjoyed working with Beverly and look forward to continuing to do so.”
− John Charles Kernoodle
Strathmore Capital Advisors, Inc.
“The Collaborative team has helped us to create a more relevant message about what we do and who we do it for, and the systems to communicate that message on a consistent basis. This process has allowed us to immediately uncover opportunities that were there all along, but we did not know how to access them.”
− Mark Singer, President & CEO
Safe Harbor Retirement Planning
“We hired The Collaborative to help us differentiate ourselves within the investment management industry. Their branding and business evaluation process is completely professional and first class. They cordially listened to our company’s views and objectives, along with interviewing current clients. They then completely formulated the needed wording, differentiation, feeling, and sense of direction so that we could market ourselves uniquely. WOW!!! I highly recommend The Collaborative for any of your business development needs.”
—Andrew Rice, Vice President
Money Management Services, Inc.
“The Collaborative knows how salespeople think, work and are motivated. From assessing our sales process, to behavioral selling and motivation training, to revamping sales job descriptions and compensation plans – the Collaborative assisted us greatly in enhancing our sales organization.”
—Jack Wiener, Executive Vice President
Linedata
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