THE WINNER’S CIRCLE® VI
HOW 12 WEALTH MANAGEMENT TEAMS BECAME THE BEST IN THE BUSINESS
By R.J. Shook
Foreword by John McDonough
R.J. Shook chronicles how 12 of America’s highest-ranked wealth management teams rose to prominence and are redefining the future of an entire industry. The Winner’s Circle® VI details how each top-ranked team, based on rankings produced by SHOOK® Research and published in Forbes, are redefining high-end service with bespoke client experiences, institutional-grade investing, and differentiated approaches to team structure and client engagement. While their models vary—from boutique, high-touch teams that deliver a highly curated and exclusive client experience to ultra-customized family office services or highly scalable teams—they are united by a deep sense of purpose, driven to create lasting impact for the families they serve.
SHOOK® Research, founded by the author, created the world’s first advisor rankings, and is still the only firm in the world that researches and ranks advisors quantitatively with a deep qualitative evaluation. This book is an extension of that research.
