Forbes | SHOOK
The Winner’s Circle® Series

SPEAKERS

R.J. Shook
President & Co-Founder, SHOOK Research
Senior Contributor to Forbes

Liz Shook
COO & Co-Founder, SHOOK Research
Senior Contributor to Forbes

Frank Berland
Managing Partner, SHOOK Research

1. Keynote

Best for: Large Advisor Events

An inspirational and impassioned directive that will leave attendees finding more meaning and purpose in their career and lives. Filled with emotionally charged anecdotes, the underlining messages are the basis of SHOOK’s scientific and axiomatic research which decodes the secret to success in business… and in life.

2. Experiences

Best for: Group Meetings (Including Breakfasts, Lunches, Dinners, Team Meetings, Branch Meetings, and/or breakout sessions)

A provocative narrative and directive filled with epiphanies on how to be the best in this industry, with immediate and actionable ideas required for every advisor to achieve their highest levels of success. Told with anecdotes and peppered with the axiomatic and surprising science behind the secrets to success as a top-ranked advisor and the future of the business, attendees are treated to groundbreaking discoveries on how to achieve success while preparing for the future.

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The basis of SHOOK's research underpinning SHOOK's keynotes and training classes:

• 22-year longitudinal research study.
• Proprietary findings: SHOOK is the only research firm in the world that focuses on qualitative measures.
• Based on tens of thousands of interviews with advisors by phone, virtual and in-person.
• Tens of millions of data points, both quantitative and qualitative.
• Research study created by: SHOOK and PhD's in psychology, statistics and sociology.

Additional Topics—This research project provides groundbreaking discoveries in various categories:

• The real way to hire and develop talent
• The real reasons why the industry isn’t attracting women
• Revelations on how to succeed in this business
• The future of the business and how to prepare
• New insights on team building
• The real power of diversity

Additionally:

• For Women attendees: As a recognized leader in the industry, Liz delivers an engaging, passionate and emotionally-charged message of courage and inspiration. Attendees will be treated to new perspectives and a new path to growth in business. And in life.