Becoming an Obvious Expert Beverly D. Flaxington for Brinker Capital

One of the best ways for financial advisors to generate new business is to become “known”. Known as the expert, as the advisor with insights, and as the person who has something important to say. Many investors like to work … Continue reading

Understanding Behavioral Style in Developing New Business – Part 2 by Bev Flaxington

In Part 1 of this two-part blog on behavioral selling, we discussed how behavior style impacts communication and why it is crucial for the successful advisor, business development representative or client services person to understand this science. Now, in Part … Continue reading

Understanding Behavioral Style in Developing New Business – Part 1 by Bev Flaxington

Have you ever been taken completely by surprise by a client or prospect? Or have you ever been unable to close a sale because you just couldn’t “get through” to them? Today, investors are being bombarded by so many advisors … Continue reading

What’s Your Headline? by Beverly Flaxington @BevFlaxington

Gaining exposure through publicity, social media and PR can be very fruitful for financial advisors. In too many cases, an investor does not know how to go about finding an advisor to talk with about their investments – so they … Continue reading

Selling for the Non-sales Professional Beverly D. Flaxington

Selling is a fact of life if you want to grow your business. Some financial advisors look at “sales” with negativity. You do not pursue a CFP, or a CFA or any other financially oriented credential, because you want to … Continue reading

Personal and Time Management by Beverly D. Flaxington

Do you ever have a day where you sit and wonder, “What shall I do with all of my free time?” If you are like most financial professionals, that day hasn’t come along in quite a while! Running a financial … Continue reading

Tips and Tools to Deepen Client Communication By Beverly D. Flaxington, Principal The Collaborative for Brinker Capital

Financial advisory firms, like all businesses, need to find ways to continue to communicate effectively with their clients. Communicating on a regular basis requires many things:focus, time, and an ability to appeal to different people with different communication preferences. What … Continue reading

Secrets of Professional Presenters

@BevFlaxington, The Collaborative Unless you are growing your business by giving presentations, you might not think about the importance of learning strong presentation skills. But it’s important for financial advisors to realize that each time you speak to a client … Continue reading