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.
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