Spark personal and professional growth with self-contained programs designed for the unique needs of busy professionals.

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 based on the principles outlined by Beverly Flaxington in her books.

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®.