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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider becoming life coaches. Bev encourages every advisor to display intellectual curiosity and sincere interest towards their clientele. This can be done by asking surface-penetrating questions in order to better understand a client’s emotions. During this episode, Bev stresses the value of stepping back and not becoming defensive in your responses. If you want to learn more about behavioral finance, check out these informative videos on our website.
We’ll be interviewing Beverly on several podcasts regarding behavioral finance, and the emotional journeys one can embark on during retirement, so be sure to subscribe to our Intelligent Money Minute podcasts.
Beverly Flaxington, American businesswoman and founder of The Collaborative, holds the trademarked moniker, Human Behavior Coach®. She received this title for her years in professional consulting and the human behavior development industry. Also, Flaxington has authored seven books on personal and professional development.
Beverly Flaxington Bio
In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.
Bev has created a number of proprietary approaches to changing human behavior and helping companies reach excellence. In addition, she blogs for Psychology Today and answers human-related questions in Advisor Perspectives Magazine.
In 1995, Bev co-founded The Collaborative, a sales and marketing consultancy. The firm provides strategic and tactical support to help financial services and wealth management firms reach higher levels of effectiveness. The Collaborative specializes in delivering effective coaching, training, and proprietary consulting services.