The Collaborative for Business Development Announces Its SHIFT Program for Managers

The Collaborative is pleased to announce that its proprietary SHIFT Model is now available for managers to use with their own teams. MEDFIELD, MASSACHUSETTS, USA, February 28, 2023 /EINPresswire.com/ — The Collaborative is pleased to [...]

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Just Added: Learn How to Handle High Conflict Conversations!

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 [...]

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Bev’s Interview on Michael Kitces’ Financial Advisor Success Podcast

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 [...]

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The Collaborative’s Elder Care Experts in Advisor Perspectives Magazine

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 [...]

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Beverly’s Interview on the “Creating Wealth” Podcast

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 [...]

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The Value of Knowing Why and How People Think

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.

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Aging Program Launches at Barron’s TEAMS Conference

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 [...]

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The Collaborative’s Beverly Flaxington accepted into Forbes Boston Business Council

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 [...]

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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 [...]

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Build Organic Growth With Sales Training

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 [...]

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