Beverly Flaxington runs The Collaborative and The Advisors Sales Academy and is a 25-year plus investment industry veteran. She has held several senior level positions in financial advisory, institutional, retirement and mutual fund companies. She is a bestselling, award-winning author including The Pocket Guide to Sales for Financial Advisors. Beverly is also a certified behavioral and values analyst, EQ certified trainer, advisor coach and sales and marketing expert. She has been an adjunct professor at Suffolk University in Boston since 2008 teaching undergraduate and graduate students. She also holds two patents on a program she developed to help advisors with succession planning. Beverly has been featured in The Wall Street Journal, Solutions Magazine for the FPA, Financial Advisor Magazine, and hundreds of media outlets. She writes a weekly column for Advisor Perspectives called “Ask Bev” and is one of the most popular bloggers on Psychologytoday.com’s website. She speaks frequently at investment industry conferences and has been a speaker for the CFA Institute.
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