The Collaborative Offers Innovative Answers to Financial Advisors’ Most Pressing Problems

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 ( ), an online training portal, offers both seasoned and next […]

Stand Out in a Crowded Market

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. […]

The Collaborative Announces Former Fidelity Executive Meg Kelleher Joins as Managing Director

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 […]