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 marketplace, the value of having a niche, and how advisors who find the sales process icky or uncomfortable can reframe […]
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 following the links below: When Is Guardianship Necessary? Are Out-of-State Advance Directives Valid in Your Home State? How Health Insurance […]
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 YOU Want to Go and defines each of the five key steps in the process.
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.
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 Care Management. At the Barron’s TEAMS conference, Bev Flaxington, Principal of The Collaborative interviewed Jill Poser and Howard Krooks, partners […]
Forbes Boston Business Council Is an Invitation-Only Community for Greater Boston Business Owners and Leaders Medfield, MA — Beverly Flaxington, founder and president of The Collaborative, a Massachusetts-based sales and marketing consultancy dedicated to the financial services industry, has been accepted into the Forbes Boston Business Council, an invitation-only community for Greater Boston business owners […]
Solutions to finding organic growth and dealing with an aging client base Medfield, MA — The Collaborative, a sales and marketing consultancy offering dedicated services and support to the financial industry, has released two new innovative programs for financial advisors. The Advisor’s Sales Academy (www.advisorssalesacademy.com ), an online training portal, offers both seasoned and next […]
Stop looking for growth in all of the wrong places! If you need to get out of a growth rut, The Collaborative offers a variety of tools to increase new client acquisition. You can choose from four different approaches to meet your team’s specific needs — approaches designed to meet your business objectives and developed […]
We’re excited to announce our newest offering for financial advisors seeking to differentiate themselves in their marketplace. Our Messaging and Identity Packages are designed to help you discover your firm’s “secret sauce”—the things that make you special—and develop materials that help you communicate it effectively. We offer three different packages designed to meet your needs and budget. […]
Medfield MA—September 5, 2017 Press Release The Collaborative is excited to announce an expansion to their talented team of long-time industry practitioners with the addition of Meg Kelleher as Managing Director. Prior to joining The Collaborative, Meg was a regional managing director for Fidelity Clearing & Custody Solutions (FCCS), a unit of Fidelity Investments that […]