United Kingdom, 2024 – Wealth & Finance International magazine has revealed the winners of this year’s FinTech Awards. The world […]
The Collaborative wins WealthTech Americas Award for the third year in a row. MEDFIELD, MA, UNITED STATES, February 22, 2024 […]
To unlock success, FA firms must put people — not processes — first, says this behavioral expert and industry veteran
The Collaborative is pleased to announce that its proprietary SHIFT Model is now available for managers to use with their […]
In this interview with podcaster Rui Nunes, Bev offers great advice on handling tough conversations – tough in any time […]
In this interview with Michael Kitces, Bev talks in-depth about her approach to sales training. Topics include how to conduct […]
We’re proud that our experts in servicing the unique needs of aging clients are being featured in Advisor Perspectives Magazine. […]
On episode 720 of Jason Hartman’s “Creating Wealth” podcast, Beverly talks with the host about the SHIFT Model® from her […]
Hans Blake interviews The Collaborative’s Beverly Flaxington on the value of knowing why and how people think about money for […]
With the trend toward whole life planning by financial advisors, there is one key area often overlooked—that of the aging […]