Bev Flaxington's guest appearances

Bev Flaxington

Read to Lead Podcast

The Flexible Advisor

Chloe Carmichael

Michael Young

Corey Hoffstein

Christine Shaw

Stacy Francis

Kathleen Burns Kingsbury

Jonathan Bernstein

Shaun Kapusinski

Dana Wilson

Jack Singer

Sarah Newcomb

Jon Hale

Julie Littlechild

Matt Halloran

Barbara Healy

OwlTail

What makes “The Ask” so awkward and even counterproductive?  FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight.  In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior Coach, a three-time bestselling author, and Founder of The Collaborative. They discuss how advisors can better understand their clients motivations to build trust and better manage their experience.  Beverly discusses:   Five unique client personas  How adapting your strategies by persona can result in getting more of their wallet The potential shortfall of the 80/20 rule  A common, mistaken assumption advisors make with clients  And more  Resources:    FlexShares Exchange Traded Funds  Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington  Connect With Beverly Flaxington:  Linkedin: Beverly Flaxington   Connect With Laura Gregg:   Email Laura Gregg’s Linkedin  Connect With David Partain:   Email David Partain’s Linkedin  About Our Guest: For the last 17 years Beverly has worked as a corporate consultant. She is also an adjunct professor at Suffolk University currently teaching “Leadership and Social Responsibility”, a course which uses her trademarked change model. She has previously taught “Small Business Management”, “Organizational Behavior” and “Dealing with Difficult People”, a course she created for the University. Beverly is a Certified Hypnotist, Certified Hypnosis Trainer, Reiki Master Attunement Practitioner, Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). She uses the DISC and PIAV tools frequently in her work with individuals and organizations. Bev holds a BSBA and an MBA from Suffolk University. She is an expert in human behavior and change management, sales, marketing, stress management, hypnosis, time management, life and career change, teambuilding, communication and business building. Beverly D. Flaxington is the author of 30 Days to Understanding Other People: A Daily Approach to Improving Your Relationships and Understanding Other People: The Five Secrets to Human Behavior, which won the gold award from Readers Favorite for best new book on relationships. She is also an author of four other books focused on creating change and improvement as a financial advisor.

What makes “The Ask” so awkward and even counterproductive?  FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight.  In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior Coach, a three-time bestselling author, and Founder of The Collaborative. They discuss how advisors can better understand their clients motivations to build trust and better manage their experience.  Beverly discusses:  <ul> <li>Five unique client personas </li> <li>How adapting your strategies by persona can result in getting more of their wallet</li> <li>The potential shortfall of the 80/20 rule </li> <li>A common, mistaken assumption advisors make with clients </li> <li>And more</li> </ul> Resources:  <ul> <li> <a href="https://www.flexshares.com/" rel="nofollow" target="_blank">FlexShares Exchange Traded Funds</a> </li> <li><a href="https://theflexibleadvisor.blubrry.net/2020/06/02/transitioning-modes-and-styles-of-communications-coming-out-of-lockdown-with-guest-bev-flaxington/" rel="nofollow" target="_blank">Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington</a></li> </ul> Connect With Beverly Flaxington: <ul> <li><a href="https://www.linkedin.com/in/beverly-flaxington-2154871" rel="nofollow" target="_blank">Linkedin: Beverly Flaxington</a> </li> </ul> Connect With Laura Gregg:  <ul> <li><a href="lg79@nrts.com" rel="nofollow" target="_blank">Email</a></li> <li><a href="https://www.linkedin.com/in/laura-hanichak-gregg-a4a35a6/" rel="nofollow" target="_blank">Laura Gregg’s Linkedin </a><a href="https://www.linkedin.com/in/laura-hanichak-gregg-a4a35a6/" rel="nofollow" target="_blank"></a></li> </ul> Connect With David Partain:  <ul> <li><a href="dbp2@ntrs.com" rel="nofollow" target="_blank">Email</a></li> <li><a href="https://www.linkedin.com/in/davidpartain" rel="nofollow" target="_blank">David Partain’s Linkedin</a></li> </ul> About Our Guest: For the last 17 years Beverly has worked as a corporate consultant. She is also an adjunct professor at Suffolk University currently teaching “Leadership and Social Responsibility”, a course which uses her trademarked change model. She has previously taught “Small Business Management”, “Organizational Behavior” and “Dealing with Difficult People”, a course she created for the University. Beverly is a Certified Hypnotist, Certified Hypnosis Trainer, Reiki Master Attunement Practitioner, Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). She uses the DISC and PIAV tools frequently in her work with individuals and organizations. Bev holds a BSBA and an MBA from Suffolk University. She is an expert in human behavior and change management, sales, marketing, stress management, hypnosis, time management, life and career change, teambuilding, communication and business building. Beverly D. Flaxington is the author of 30 Days to Understanding Other People: A Daily Approach to Improving Your Relationships and Understanding Other People: The Five Secrets to Human Behavior, which won the gold award from Readers Favorite for best new book on relationships. She is also an author of four other books focused on creating change and improvement as a financial advisor.

Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in touch. But what happens as we begin to migrate back to the office? In this episode of The Flexible Advisor podcast, Laura Gregg and David Partain are joined … Continue reading Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington →

The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in touch. But what happens as we begin to migrate back to the office? In this episode of The Flexible Advisor podcast, Laura Gregg and David Partain are joined … <a href="https://theflexibleadvisor.blubrry.net/2020/06/02/transitioning-modes-and-styles-of-communications-coming-out-of-lockdown-with-guest-bev-flaxington/" rel="nofollow" target="_blank">Continue reading Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington →</a>

Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington