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.