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 […]

Bestselling business book author and behavioral expert Beverly Flaxington talks with Opportunist’s Managing Editor Leslie Stone about her guidebook for financial advisors, why she feels passionate about helping others and what she thinks about the current race for the White House.