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.

Listen as Bev talks about helping businesses succeed with effective communication and behavior change on Today’s Leading Women