HIGHLIGHTS
Data-Driven Insights
Insights derived from a data set of millions of data points, both quantitative and qualitative.
Extensive Sampling
The world’s only extensive study of top advisors and teams: SHOOK has interviewed tens of thousands of top advisors, RIAs and teams
Expert Opinions
- SHOOK invented advisor rankings in 2000, first for trade magazines, Barron’s, and now Forbes
- SHOOK engages PhD’s in behavioral neuroscience, psychology and statistics
- SHOOK is the world’s only advisor research firm with a focus on quality
Practice Management Insights
SHOOK Answers Pressing Financial Advisor Questions
- Why do SHOOK’s top teams tend to grow double digits every year while the vast majority of the industry remains stagnant?
- Every team wants to grow—but why do so many fall off SHOOK rankings as they get bigger?
- What are the winning team structures that are common among the best teams?
- What are the latest innovations teams are pursuing for growth?
- What is the next phase for wealth management and how should teams prepare?
SPEAKERS
R.J. Shook
Co-Founder & President
SHOOK Research
Senior Forbes Contributor
Liz Shook
COO & Co-Founder
SHOOK Research
Frank Berland
Managing Partner
SHOOK Research
THE RESEARCH
- 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
THE WINNER’S CIRCLE
THE SCIENCE BEHIND SUCCESS
HOW EVERY ADVISOR & TEAM SHOULD PLAN FOR THE FUTURE
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.
THE WINNER’S CIRCLE
INNOVATE OR GO HOME — NEW BUSINESS MODELS, SERVICE MODELS & TEAM STRUCTURES
A NEW AGE IS UPON US
An enlightening discussion that delves into the science of successful wealth management teams. Working with PhDs, SHOOK’s comprehensive analysis draws on tens of thousands of interviews and millions of data points to reveal groundbreaking discoveries about the growth and formation of teams, team dynamics, trends, innovations, and how to prepare for the future of wealth management.
ENGAGEMENT TYPES
SHOOK speakers deliver engaging and thought-provoking presentations.
Keynote
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.
Best suited for large advisor events.
Team Meetings
Branch Meetings, breakout sessions
Experiences
Best suited for intimate group meetings (including breakfasts, lunches, dinners, team meetings, branch meetings, and/or breakout sessions).
A Woman’s Perspective
Liz Shook
COO & Co-Founder
SHOOK Research
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.
