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. Our Mission within the industry is to promote best practices, highest code of ethics, integrity and professionalism. Our Mission outside the industry is to promote the value of advice, raise investor confidence, and help investors find a trusted advisor.
External link for SHOOK Research
Boca Raton, FL 33445, US
Join Liz Shook in Palm Beach this May! The Forbes | SHOOK Top Women Advisor Summit sells out EVERY year! America’s top-ranked advisors and industry leaders will be there. Are you registered yet? https://lnkd.in/ekSEe6Eh #ForbesSHOOKTopWomen
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Thank you to everyone who joined us for another sold-out Forbes | SHOOK Top Women Advisor Summit! Through bold conversations and real-time collaboration, we’re not just sharing best practices—we’re setting new standards of excellence. #ForbesSHOOKTopWomen
With growing opportunities in outer space, Balerion Space Ventures’ Tim Maul and Blue Origin's Stephanie D. shared how investors can enter into this new space. #ForbesSHOOKTopWomen
Janus Henderson Investors’ Timothy McCarty, CFA shared the latest advancements in AI, and how those advancements can be implemented in healthcare, with Morgan Stanley Private Wealth Management’s Kathleen Entwistle, CFP®, CDFA®. #ForbesSHOOKTopWomen
In an ever changing industry, Franklin Templeton’s Cathy Saunders shares advancements and efficiencies that advisors can utilize in their practice with Morgan Stanley Private Wealth Management’s Mary DiChristofano. #ForbesSHOOKTopWomen
Congratulations to Elizabeth (Liz) Angelone, ADPA®,CRPC®,CRPS® of Merrill Lynch and Traci Meakem Richmond, JD of Raymond James for winning the SHOOK® Best Idea Competition! #ForbesSHOOKTopWomen
The bar has just been raised. Again. Invesco US’ Lisa Kueng joined J.P. Morgan's Colleen O'Callaghan to discuss some of her best ideas, which will be featured in RJ Shook’s newest book, The Winner’s Circle® VI: How 12 Wealth Management Teams Became the Best in the Business, coming out this fall. Pre-order here: https://lnkd.in/erG4R-6n #ForbesSHOOKTopWomen #WinnersCircle
TPG’s Katherine Wood and Prachi Makkar shared how advisors can approach and develop relationships in the private equity space. #ForbesSHOOKTopWomen
As the sector continues to grow, Blue Owl Capital’s Nicole Drapkin and Kate Snouffer spoke about new investment opportunities in private credit. #ForbesSHOOKTopWomen
With uncertainty across the financial markets, KKR’s Julia Butler and UBS’ Sarah Ponczek, CFP®, CIMA® discussed why investors should look towards real estate for consistent returns. #ForbesSHOOKTopWomen