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COI Tricks and Tips

COI Tricks and Tips

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mtfarmer

Tricks and Tips for Effective COI Marketing
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Read more from Beverly Flaxington in:

Forbes
Psychology Today
Advisor Perspectives
Wikipedia

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What We Do

The Collaborative helps clients overcome obstacles and reach higher levels of success using our unique brand of professional development programs. Our custom programs are based on our vast knowledge of human behavior allowing us to help our clients achieve sustainable change.

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  • Services
    • Professional Development Coaching
    • Organizational Design
    • Sales Force Effectiveness
    • Team Building & Facilitation
    • Training Program Development
  • Programs
    • Advisor’s Sales Academy
    • Servicing Aging Clients
    • Learn To SHIFT
    • Sales Program for Advisors
  • About Us
    • Why We’re Different
    • Beverly Flaxington
    • Our Team
    • In the News
  • Products & Tools
    • Behavior & Values Profiles
    • Books
    • Tools for Financial Advisors
    • FAQ
  • Resources
    • Blog
    • Videos
    • Podcast
  • Contact Us
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