Call in to speak with the host
Their third guest to talk about these agreements is Bev Flaxington to explore the 3rd Agreement: "Don't Make Assumptions."
She speaks frequently at investment industry conferences and is on the speaker’s list for the CFA Institute. She currently writes a column for Adviser Perspectives magazine on people issues in the financial services workplace. In March 2012, she released Make Your SHIFT: The Five Most Powerful Moves You Can Make to Get Where YOU Want to Go which became a bestseller on its first day of availability. Beverly co-founded The Collaborative in 1995; in 2008 she co-founded Advisors Trusted Advisor to offer dedicated practice management resources to financial advisors, planners and wealth managers.
Sorry we couldn't complete your registration. Please try again.
Please enter your email to finish creating your account.
Receive a personalized list of podcasts based on your preferences.