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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Just Added: Learn How to Sell More Effectively!

In this interview with podcaster Michael Kitces, Bev talks in-depth about her approach to sales training. Topics include how to conduct a meeting with a prospective new client, the challenge of differentiating in today’s crowded advisor marketplace, the value of having a niche, and how advisors who find the sales process icky or uncomfortable can reframe it in their own minds.

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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

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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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

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