These programs were created from decades of work The Collaborative has done directly with financial advisors. Some material in the sales program comes from Bev Flaxington’s bestselling book, The Pocket Guide to Sales for Financial Advisors.

Presenting with Confidence has been taught and utilized by thousands of advisors over the years to help them become better communicators and presenters.

The programs are on-demand so you can explore and learn in timing that works best for you. There are videos, worksheets and opportunities to implement the action-oriented ideas.

The Collaborative has excellent coaches should you decide you need more support after going through the programs.

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Sales Programs for Advisors Infographic

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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