Staying current in today’s marketplace is a continual challenge for professionals in any industry. As professional development experts who specialize in the financial services industry, we’re especially familiar with this rapid pace of progress. In addition to the myriad of professional development programs and services we offer, we also provide numerous tools and resources for financial advisors that help them hone their skills and remain current with industry trends.

New
$9.95
NEW
$4.95

Tools for Advisors

Secrets to Client Segmentation

$2.95

Tools for Advisors

The Pitchbook: Best Practices

$2.95
FREE
Browse Wishlist
$0.00

Be Prepared for Anything

As an advisor, your job consists of so much more than just your financial expertise. To remain competitive and stand out from the competition, your firm must establish a powerful and compelling brand story. You have to constantly reflect upon your practice and determine what is and isn’t effective. You need to learn how to handle difficult clients. You have to adapt to the changing needs of your clients. For example, becoming adept at financial management and planning for seniors becomes imperative as your client base ages. At The Collaborative, we’ve worked with thousands of professionals in the financial services industry, and we are intimately familiar with the obstacles they face every day. On our site, you can find all the resources to help you with the challenges listed above and more.

The Tools You Need to Succeed

Through our years of real-world experience and careful study of human behavior, The Collaborative has become an authoritative source of knowledge and resources for financial advisors. Explore all the tools we have to offer below. Alternatively, browse our selection of professional development books and services to discover all the ways The Collaborative can help you transform your professional life!