Select Page

Member Profile

Beverly spent over 10 years in senior level corporate positions. In 1995, she co-founded her own consulting firm, The Collaborative. The Collaborative provides business building support primarily to financial services and technology firms. In 2008, she and her partner founded a sister firm, Advisors Trusted Advisor to meet the specific needs of financial advisors. Her book, Understanding Other People: The Five Secrets to Human Behavior, released in 2009, won the gold award from Readers Favorite for best new book on relationships. She also authored думThe 7 Steps to Effective Business Building for Financial Advisors which was selected by the Financial Planning Association to make available to their members. She created the S.H.I.F.T. Model д‹ў which is taught in colleges and used by bot

Region: North America
Location: Medfield, MA United States

Founding Member
Call Leader
Ambassador