Empowering Behavioral Insight and Leadership in Global Financial Services

In a world where financial decisions are complex, client relationships are nuanced, and human behavior shapes every transaction, Bev Flaxington has become a beacon of insight, guidance, and transformation. With over 50 years of experience in the investment and financial services industry, Beverly has dedicated her career to helping individuals, teams, and organizations unlock potential, navigate challenges, and achieve excellence. She is often referred to as the “human behavior coach”.

Her remarkable journey blends behavioral science, leadership, and strategic business insight—a combination that has made her not only a trusted advisor but also a thought leader, educator, and award-winning author. As the Founder of The Collaborative for Investment Education & Business Development Inc., Beverly has created programs and solutions that are recognized across the financial sector for their practical impact and transformative results.

A Journey Rooted in Curiosity and Courage

Beverly’s professional story begins in the Executive Search industry, where she quickly learned the art and science of sales, negotiation, and organizational dynamics. “Executive Search taught me more about people than I ever imagined,” Beverly recalls. It was a field that required understanding personalities, motivations, and goals—the very foundation of her later work in behavioral analysis and consulting.

Her first major corporate breakthrough came with John Hancock, where she spent several years building her expertise in the financial sector. Immersed in the complex world of investments, risk management, and client relations, Beverly developed a keen understanding of what drives both individuals and institutions to succeed. Yet, her entrepreneurial spirit could not be contained within the boundaries of corporate life. She decided to take a bold leap and launch her own firm—a decision that would define the next three decades of her professional journey.

“I left to start my own business, and I have never looked back,” she says. This leap was not just a career move—it was the beginning of a mission-driven venture centered on empowerment, education, and real-world impact.

Defining Milestones and Signature Contributions

Beverly’s career is studded with achievements that reflect both her intellect and her dedication to growth. She is a bestselling and Gold-award-winning author, having penned eight influential books that explore leadership, behavioral insight, and personal development. Her first book, which won a prestigious gold award, set the stage for a body of work that continues to inspire professionals across industries.

Beyond her writing, Beverly is the creator of several proprietary programs, including SHIFT to Success® and The Six Keys to Confident Presenting®. These programs have become flagship offerings for her firm, helping clients develop communication skills, confidence, and strategic insight in both corporate and investment contexts.

In addition to her consulting work, Beverly is a college professor, teaching graduate courses in leadership and management. She also writes a weekly column, “Ask Bev”, for a major industry periodical—sharing her expertise, advice, and actionable insights with a wide professional audience. Through these multifaceted roles, Beverly has built a platform that combines education, mentorship, and practical business solutions.

Empowerment as a Mission

At the core of Beverly’s work is a simple but powerful mission:
to empower individuals and teams to be the best they can be.

Her approach is both analytical and compassionate. Beverly describes her work as “detective work”—identifying the underlying issues that hold people back, analyzing patterns of behavior, and providing tools that drive meaningful change. For her, success is not just about financial results; it is about unlocking potential, fostering collaboration, and nurturing growth.

This mission has been recognized repeatedly. Her firm has won the WealthTech Award for Best Training Solution in the Financial Services Industry for four consecutive years, with anticipation for a fifth—a testament to the consistent value her programs bring to clients.

Resilience Through Challenge

Like any distinguished career, Beverly’s path has not been without challenges. She recalls a particularly difficult personal and professional period when a close business partnership ended abruptly. Coupled with navigating the turbulence of financial crises in 2001 and 2008, these moments tested her resilience.

Beverly’s response to adversity is grounded in action and optimism:
“You put one foot in front of the other and do what’s needed. I don’t worry about things—I just keep moving forward.”

This mindset has been a defining characteristic of her career, allowing her to remain focused on long-term goals while adapting to the dynamic realities of the financial world.

Shaping the Future of Financial Services

Beverly’s influence extends beyond individual clients to the broader financial services industry. Two persistent challenges define much of her work: client engagement and consistent business growth. By combining behavioral analysis with strategic insight, Beverly helps firms address these challenges with precision, relevance, and empathy.

Her firm’s latest initiative focuses on Ultra High Net Worth (UHNW) families, providing a bespoke program that combines financial education, intergenerational communication, and personal storytelling. By helping families understand their collective values and goals, Beverly fosters collaboration across generations—a critical factor in sustaining wealth, relationships, and business legacies.

Words of Wisdom for Aspiring Professionals

For those entering the financial services field, Beverly offers guidance rooted in experience:
“Keep learning. Make friends with everyone you encounter. Build a lifelong network.”

In an industry defined by constant change, her advice emphasizes curiosity, adaptability, and human connection. Professionals who embrace these principles, Beverly believes, will thrive both personally and professionally.

A Legacy of Thought Leadership and Impact

Beverly’s career is a testament to the power of insight, education, and resilience. Through her writing, teaching, consulting, and program development, she has left an indelible mark on the financial services industry. Her work demonstrates that leadership is not just about decision-making—it is about understanding human behavior, nurturing potential, and fostering meaningful collaboration.

Her dedication to empowering others, combined with her deep understanding of financial and behavioral dynamics, positions Beverly as a changemaker in her field—one whose influence will continue to resonate for decades.

Inspiring the Next Generation of Changemakers

Bev Flaxington embodies the intersection of knowledge, empathy, and action. She is a professional who not only achieves results but also enables others to rise alongside her. From bestselling books to award-winning programs, from classroom lectures to industry columns, her work reflects a career dedicated to excellence, impact, and empowerment.

Top Global Recognition is proud to honor Bev Flaxington for her unwavering commitment to helping individuals and organizations thrive—setting the standard for leadership, innovation, and human insight in the financial services sector.