Leading wealth management industry participant, The Collaborative for Investment Education, Inc has been selected as a winner in the ‘Training […]

MEDFIELD, Mass. – The Collaborative announced two strategic developments. The first announcement is the creation of a new program designed

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