IN THE NEWS

The Collaborative for Business Development Announces Its SHIFT Program for Managers
March 3, 2023

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 [...]

The Collaborative Joins the Global Elite With WealthBriefing WealthTech Americas Award 2023
March 3, 2023

The Collaborative was awarded ‘Best Training Solution (US)’ for the second year in a row at the WealthBriefing WealthTech Americas Awards 2023. MEDFIELD, MASSACHUSETTS, USA, February 24, 2023 /EINPresswire.com/ — Leading wealth management industry consulting, [...]

Beverly is featured as the cover story for Insight Success Magazine
February 6, 2023

With an entrepreneurial zeal that arrived when she was at her peak in her job, Beverly Flaxington followed her heart and co-founded The Collaborative with a drive to grow businesses by gaining human behavioral insights. The magic happened and [...]

The Collaborative Named Best Training Firm in Family Wealth Report WealthTech Awards
March 22, 2022

  Consultancy meets wealth manager, wealth technology and family office needs for functional, individual and group training BOSTON, MA, March 21, 2022 – The Collaborative for Investment Education, Inc. (The Collaborative, www.the-collaborative.com) has been named [...]

DELIVERING PROVEN LEARNING EXPERIENCES IN FAST-CHANGING TIMES
March 22, 2022

Beverly Flaxington, Founder & President, The Collaborative for InvestmentEducation, Inc., talks to Tom Burroughes, Group Editor at WealthBriefing, on her organization’s successes. What sets you apart from your peers this year? Prior to COVID we [...]

The Collaborative’s Consulting Leads to Acquisition of Vantage Software by First Rate, Inc.
May 25, 2021

MEDFIELD, MA May 25, 2021 The Collaborative today congratulated First Rate, Inc. on its recent acquisition of Vantage Software. In the fall of 2020, The Collaborative had consulted with Vantage on enhancing its sales and [...]

Just Added: Learn How to Handle High Conflict Conversations!
December 5, 2020

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 [...]

Bev’s Interview on Michael Kitces’ Financial Advisor Success Podcast
November 26, 2019

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 [...]

The Collaborative’s Elder Care Experts in Advisor Perspectives Magazine
June 13, 2019

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 [...]

Beverly’s Interview on the “Creating Wealth” Podcast
April 11, 2019

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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