Fully endorsed by the industry, SHOOK® Research is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms.
Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies.
In the securities industry, to promote:
- best practices,
- highest code of ethics, integrity and professionalism
Outside the industry, to promote:
- the value of advice,
- raising investor confidence, and
- helping investors find a trusted advisor
A native of Columbus, Ohio, Shook graduated from Babson College in Wellesley, MA in 1987 and has been in the securities industry ever since.
As an expert in identifying success patterns and characteristics of the industry’s top producers, no one has accomplished as much in-depth studies in the financial services industry as R.J.
He started as a Financial Advisor at Prudential-Bache Securities in 1987, and spent a majority of his time on Wall Street in research. Along the way, he’s written 10 books, including six of his popular Winner’s Circle series, which feature the top financial advisors. He combined his experiences as a Financial Advisor and research, and built the world’s first research organization dedicated to researching and ranking advisors, called the Winner’s Circle. Rankings appeared in four annual cover stories in Barron’s, as well as 22 publications across the country. He also created the industry’s popular conferences—the Top Advisor Summit, Top Women’s, Top Independents. (The Winner’s Circle was acquired by Barron’s Magazine, a division of News Corp., in 2008).
In 2015 R.J. decided to take his Financial Advisor research and rankings to far higher levels, and founded SHOOK Research, and partnered with Forbes Magazine. Rankings will be published in Forbes’ print magazines (readership: 6.8 million) and Forbes.com (70 million visitors/month). Partnerships have also been established with American Business Journals and other selected publications which will total nearly 50 local publications.
As a recognized authority on best practices in the financial services industry, R.J. offers speeches, workshops, and leads panel discussions on topics that are tailored for the audience and venue.
SHOOK will host national and local conferences with top advisors, with the missions of propagating best practices.