Cart Summary
0 item(s) ($0.00)
Become a CFA Boston Member
Programs & Events
Other Services
Event Details

Event Registration - Six Keys to Confident Advisor Presentations

Thursday, February 18, 2021
12:00 PM - 1:00 PM Eastern Standard Time
Six Keys to Confident Advisor Presentations
An effective presentation is all about communications—whether it’s a formal meeting with the board of trustees, a prospect pitch to a family office, or a simple kitchen-table talk with an individual client. 

It is about communicating who we are and “selling” others on our objectives or ideas. To effectively connect with audiences and maximize these opportunities, advisors need to understand six definitive keys to confident presenting. Join us as marketing consultant, Beverly Flaxington, explains these key principles and shares tools you can use to become a more eloquent, persuasive presenter.  

Speaker Bio

Beverly Flaxington
The Collaborative
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’s website. She speaks frequently at investment industry conferences and has been a speaker for the CFA Institute.


Members | Complimentary
Non Members | Complimentary

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Zoom details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

Progress %

Elapsed time:  Estimated time: