Advisor’s Sales Academy
Grow your advisory business faster, better and at your own pace with self-directed online training courses for financial professionals. Courses are short, consist of action-oriented steps, and are based on the principles outlined by Beverly Flaxington in her books and public speaking.
Servicing Aging Clients
Financial Care Management: The New Reality in Retirement and Distribution Planning guides advisors through the challenges of servicing an aging client base with a unique solution-based financial care management platform.
SHIFT to Success
Learntoshift.com is designed to help users identify their goals, overcome obstacles, commit to change, and take disciplined and daily action using The Collaborative’s proprietary SHIFT Model®.