ADVISOR MASTERY - Recording 1

Table of Contents

Preface 

Acknowledgements 

Cash Freeman’s Contributions 

Shayne Beecher’s Contributions 

PART 1 Foundations Of A Financial Advisory Relationship

Chapter One...The Evolution of the Financial Advisor Role

Chapter Two...New to This Business? Considering a Career? 

Chapter Three...The Costco Story: A Word-of-Mouth Marketing Wonder 

Chapter Four...The Client-Advisor Relationship That Creates Loyalty and Referrals 

Chapter Five...Your Brand: The Convergence of Value, Network and SOPs 

Chapter Six...Congruence