We help financial institutions and professionals meet their goals through coaching, training, and organizational design rooted in human behavior
Customized
Proven methods
Action-oriented
Results-focused
Customized
Proven methods
Action oriented
Results focused
DECADES OF DRIVING REAL RESULTS
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.
START WITH OUR MOST POPULAR PROGRAMS
For financial advisors
ADVISOR'S SALES ACADEMY
The skills top advisors use to win clients, deepen relationships, and build a more profitable practice. Structured eLearning built from 30 years of financial services coaching, available anywhere, anytime, on your schedule.
The framework that changes how you change
LEARN TO S.H.I.F.T.
A proven five-step process for breaking old patterns and building new ones that stick. Grounded in behavioral science and used by thousands of professionals to achieve the goals they have been stalling on for years.
LET OUR
EXPERTISE
BECOME
YOURS
SALES FORCE
EFFECTIVENESS
TRAINING PROGRAM DEVELOPMENT
Ensure learning is efficiently transmitted, shared, and retained within your organization.
PROFESSIONAL DEVELOPMENT COACHING
Achieve your goals more effectively with custom-tailored mentoring for individuals or teams.
TEAM BUILDING
& FACILITATION
ORGANIZATIONAL DESIGN & DEVELOPMENT
Optimize the structure of your financial services firm and deploy your talent more effectively.
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.
SERVICE YOUR AGING
CLIENTS
Follow our solution-based Financial Care Management platform for helping clients through the challenges of aging.
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
WHAT OUR CLIENTS SAY
IN THE PRESS
BEV ON STRATEGIES FOR TURNING DIFFICULT CLIENTS INTO FAVORITES
OVERCOMING COMMON STRUGGLES
FACING ADVISORS
To unlock success, FA firms must put people first. Not processes, but behavior drives lasting impact. Strong organizational design ensures strategy and people work together.
PRODUCTS FROM THE COLLABORATIVE
