The 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 / — The Collaborative is pleased to announce that its proprietary SHIFT Model is now available for managers to help their teams set and achieve short and […]

The Collaborative Joins the Global Elite With WealthBriefing WealthTech Americas Award 2023

The Collaborative was awarded ‘Best Training Solution (US)’ for the second year in a row at the WealthBriefing WealthTech Americas Awards 2023. MEDFIELD, MASSACHUSETTS, USA, February 24, 2023 / — Leading wealth management industry consulting, training and coaching firm, The Collaborative, has joined the ranks of an elite global group who have received the honor […]

Beverly is featured as the cover story for Insight Success Magazine

With an entrepreneurial zeal that arrived when she was at her peak in her job, Beverly Flaxington followed her heart and co-founded The Collaborative with a drive to grow businesses by gaining human behavioral insights. The magic happened and is still going strong with over 25 years in the industry, helping numerous firms achieve their goals. Today Beverly, as […]

The Collaborative Named Best Training Firm in Family Wealth Report WealthTech Awards

  Consultancy meets wealth manager, wealth technology and family office needs for functional, individual and group training BOSTON, MA, March 21, 2022 – The Collaborative for Investment Education, Inc. (The Collaborative, has been named the WealthTech Americas Awards 2022 award winner in the category of Training Solutions. Showcasing ‘best of breed’ in the Americas, […]


Beverly Flaxington, Founder & President, The Collaborative for InvestmentEducation, Inc., talks to Tom Burroughes, Group Editor at WealthBriefing, on her organization’s successes. What sets you apart from your peers this year? Prior to COVID we identified trends in the industry requiring unique delivery of training services in order to accommodate firms large and small, in […]

The Collaborative’s Consulting Leads to Acquisition of Vantage Software by First Rate, Inc.

MEDFIELD, MA May 25, 2021 The Collaborative today congratulated First Rate, Inc. on its recent acquisition of Vantage Software. In the fall of 2020, The Collaborative had consulted with Vantage on enhancing its sales and marketing and then introduced principals of the two firms. The Collaborative then worked with First Rate on its due diligence […]

Bev’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 marketplace, the value of having a niche, and how advisors who find the sales process icky or uncomfortable can reframe […]

The 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 following the links below: When Is Guardianship Necessary? Are Out-of-State Advance Directives Valid in Your Home State? How Health Insurance […]