January 2018 | Becoming Referable

Beverly Flaxington on the Magic of Story Telling

Beverly Flaxington is the co-founder of The Collaborative, an organization that helps financial services firms with both their business development and their organizational needs. She holds two patents on practice management programs, is a three-time best selling and Gold-award winning author. She is a [...]

By Julie Littlechild|2022-01-03T17:14:36+00:00January 25th, 2018|Categories: Podcast|Tags: Becoming Referable, Beverly Flaxington, referrals, story telling|0 Comments

Dave Patchen on Making Meaningful Connections

Dave Patchen is Senior Vice President, Education & Practice Management, at Raymond James Financial Services. Formerly an advisor, independent contractor, recruiter, and regional director, he has now accumulated over 3000 hours of one-on-one coaching with advisors over the last 12 years. Dave is frequently [...]

By Julie Littlechild|2022-01-03T17:14:37+00:00January 11th, 2018|Categories: Podcast|Tags: Becoming Referable, Dave Patchen, referrals|0 Comments