IN THE NEWS
Wealth & Finance International Magazine Announces the Winners of the FinTech Awards 2024
United Kingdom, 2024 – Wealth & Finance International magazine has revealed the winners of this year’s FinTech Awards. The world of FinTech continues to adapt so that people and companies can do more than survive; [...]
Read MoreThe Collaborative Joins Global Elite With WealthBriefing Award
The Collaborative wins WealthTech Americas Award for the third year in a row. MEDFIELD, MA, UNITED STATES, February 22, 2024 /EINPresswire.com/ — Leading wealth management industry participant The Collaborative has been selected as a winner [...]
Read MoreOvercoming Common Struggles Facing Advisor
To unlock success, FA firms must put people — not processes — first, says this behavioral expert and industry veteran
Read MoreThe Collaborative for Business Development Announces Its SHIFT Program for Managers
The Collaborative is pleased to announce that its proprietary SHIFT Model is now available for managers to use with their own teams. MEDFIELD, MASSACHUSETTS, USA, February 28, 2023 /EINPresswire.com/ — The Collaborative is pleased to [...]
Read MoreJust Added: Learn How to Handle High Conflict Conversations!
In this interview with podcaster Rui Nunes, Bev offers great advice on handling tough conversations – tough in any time but especially now, when you can’t get with people in-person as easily as in non-Covid [...]
Read MoreBev’s Interview on Michael Kitces’ Financial Advisor Success Podcast
In this interview with 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 [...]
Read MoreThe Collaborative’s Elder Care Experts in Advisor Perspectives Magazine
We’re proud that our experts in servicing the unique needs of aging clients are being featured in Advisor Perspectives Magazine. You can read several recent pieces of insight by Howard Krooks and Jill Poser-Kammett by [...]
Read MoreBeverly’s Interview on the “Creating Wealth” Podcast
On episode 720 of Jason Hartman’s “Creating Wealth” podcast, Beverly talks with the host about the SHIFT Model® from her best-selling Make Your Shift: The Five Most Powerful Moves You Can Make to Get Where [...]
Read MoreThe Value of Knowing Why and How People Think
Hans Blake interviews The Collaborative’s Beverly Flaxington on the value of knowing why and how people think about money for the Intelligent Money Minute Podcast.
Read MoreAging Program Launches at Barron’s TEAMS Conference
With the trend toward whole life planning by financial advisors, there is one key area often overlooked—that of the aging client. Moving into “distribution” can mean decades of a different sort of planning and Financial [...]
Read MoreMaking an Impact
Beverly and her team are often quoted in the media and share their action-oriented insights with a wide variety of audiences.
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