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News

Overcoming Common Struggles Facing Advisor

Posted on April 24, 2024April 24, 2024 by Beverly Flaxington

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

Read the Full Article on rethinking65.com
This entry was posted in News. Bookmark the permalink.
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Beverly Flaxington

The Collaborative for Business Development Announces Its SHIFT Program for Managers
The Collaborative Joins Global Elite With WealthBriefing Award
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Read more from Beverly Flaxington in:

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The Collaborative helps clients overcome obstacles and reach higher levels of success using our unique brand of professional development programs. Our custom programs are based on our vast knowledge of human behavior allowing us to help our clients achieve sustainable change.

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  • Services
    • Professional Development Coaching
    • Organizational Design
    • Sales Force Effectiveness
    • Team Building & Facilitation
    • Training Program Development
  • Programs
    • Advisor’s Sales Academy
    • Servicing Aging Clients
    • Learn To SHIFT
    • Sales Program for Advisors
  • About Us
    • Why We’re Different
    • Beverly Flaxington
    • Our Team
    • In the News
  • Products & Tools
    • Behavior & Values Profiles
    • Books
    • Tools for Financial Advisors
    • FAQ
  • Resources
    • Blog
    • Videos
    • Podcast
  • Contact Us
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