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Tools for Advisors

Assessing Your Practice: Key Consulting Questions

$2.95
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Business Development Plan Template

$4.95
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Dealing With Difficult Clients
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Dealing With Difficult Clients: The Five Secrets Model

$11.95
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Four Keys to Turning Clients into Your Evangelists

$2.95
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Making Change Happen: The S.H.I.F.T.® Process in Your Firm

$2.95
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Niche Marketing: Developing It Within Your Firm

$7.95
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Rumor Has It: Putting Gossip to Work

$9.95
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Secrets to Client Segmentation

$2.95
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Self-Talk for a Calmer You

$15.99
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Selling for the Non-Sales Professional E-Book

$2.99
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The Pitchbook: Best Practices

$2.95
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The SHIFT Model

The SHIFT Model™ Email Program

$49.00 – $54.00
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What We Do

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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Phone: 508-359-8216
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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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