Tools to help you gain new perspectives on everyday challenges.

As an investment and financial professional, you face and overcome challenges every day. In order to surmount these obstacles and grow, however, you sometimes need the assistance of new tools or outside perspectives.

That’s where we come in. We partner with you to spark personal and professional growth with our self-contained programs designed for the unique needs of busy professionals. No two firms, departments, or team members are alike. Using principles and techniques rooted in behavioral science, The Collaborative has created professional development programs that address these unique challenges while equipping professionals with the tools necessary for continued growth and success.

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 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®.

The Human Factor

Whatever goal you’re looking to achieve – whether you’re interested in career development, expanding your advisory business, or learning to better serve an aging client base – can be met through the application of our professional development programs. These courses, designed by our founder, Beverly Flaxington, The Human Behavior Coach® and an award-winning author, will help you identify success factors and transform the way you work both personally and professionally.

As the saying goes, “Insanity is doing the same thing over and over again and expecting different results.” Let our professional development programs revolutionize the way you work and open your eyes to new possibilities.

Leverage Our Expertise

The Collaborative has worked with countless financial and investment professionals and companies to help them achieve sustainable change. Everything from the professional development products we provide on our site to our coaching and training services is tempered by years of hands-on, real-world experience. Ready to transform the way you work? Call us at 508.359.8216 or contact us online to learn more about our powerful professional development programs today.