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, www.the-collaborative.com) 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 […]
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 […]
In this interview with podcaster Rui Nunes, Bev offers great advice on handling tough conversations – tough in any time but especially now, when you can’t get with people in-person as easily as in non-Covid times.
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.
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 […]