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News

The Collaborative’s Elder Care Experts in Advisor Perspectives Magazine

Posted on June 13, 2019November 26, 2019 by Beverly Flaxington

We’re proud that our experts in servicing the unique needs of aging clients are being featured in Advisor Perspectives Magazine. You can read several recent pieces of insight by Howard Krooks and Jill Poser-Kammett by following the links below:

  • When Is Guardianship Necessary?
  • Are Out-of-State Advance Directives Valid in Your Home State?
  • How Health Insurance Impacts Your Aging Clients

 

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Beverly Flaxington

Revocable Trusts – Do Your Clients Need One and What Are the Pitfalls?
Bev’s Interview on Michael Kitces’ Financial Advisor Success Podcast
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Read more from Beverly Flaxington in:

Forbes
Psychology Today
Advisor Perspectives
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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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