The Collaborative Joins Global Elite With WealthBriefing Award

The Collaborative wins WealthTech Americas Award for the third year in a row. MEDFIELD, MA, UNITED STATES, February 22, 2024 / — Leading wealth management industry participant The Collaborative has been selected as a winner [...]

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Overcoming Common Struggles Facing Advisor

To unlock success, FA firms must put people — not processes — first, says this behavioral expert and industry veteran

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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 / — 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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Beverly and her team are often quoted in the media and share their action-oriented insights with a wide variety of audiences.

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