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The
Winner's Circle®
recognizes the most outstanding financial
advisors in the business - each of whom represent the
highest levels of ethical standards, professionalism
and success in the business. - R.J. Shook,
Founder & President
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NEW!
Winner's Circle "Best
Practices" Conference Schedule
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2008
Barron's/WC Top Advisor Summit: September
24-26, Boca Beach Club, Boca Raton, FL (Review
in Barron's / Info)
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2008
Barron's/WC Top Women's Summit: December
3-5, Ritz Carlton, Orlando, FL
('07
Agenda / Info
/Review in
Barron's)
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Investment
Consulting Conference: June 2008, Boca Beach
Club (Details)
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San
Francisco Top Advisor Summit: May 28, 2008,
Westin St. Francis (Details
/ Agenda)
More Regional Top Advisors Summits: LA, Chicago,
Virginia, Philadelphia, more (Click
here to receive updates / Sponsor
info)
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NEW!
Winner's Circle:
Asset Allocation Strategies from America's Best
Financial Advisors
By
R.J. Shook / Horizon's Publishers Group, 2007
Foreword
by Gene Needles, Jr., President, AIM Distributors
"...Every
investor--and their advisors--should buy this
book and refer to it often."
David
M. Darst, Chief Investment Strategist, Morgan
Stanley
"Asset
allocation, risk and return, and diversification
are perhaps individuals' most misunderstood investment
concepts..."
Richard
Bernstein, Chief Investment Strategist, Merrill
Lynch
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Winner's Circle IV:
Wealth Management Insights from America's Best
Financial Advisors
By
R.J. Shook / Horizon's Publishers Group, 2005
Foreword
by James P. Gorman, President, GPC, Merrill
Lynch
Introduction
by Peter D. Jones, President, Franklin
Templeton Distributors
"Any
advisor that cares about doing the best job possible
for their clients should read this book."
Jim
Donley, President, PCG, Wachovia Securities
"An
excellent resource for Wealth Advisors..."
James
W. Brinkley, Chairman, Legg Mason Wood Walker,
Inc.
"...promotes
some of the industry's best practices."
Tom
Matthews, Pres. & CEO, PCG, Smith Barney
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NEW!
The
Winner's Circle:
Wall Street's Best Mutual Fund Managers
(2005)
Foreword by Don Phillips, Managing Director, Morningstar,
Inc.
Published
by John Wiley & Sons
Buy
Now
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The
Winner's Circle III (2002 ed.):
How 30 Financial Advisors Became
the Best in the Business
"This
book is a winner!"
Wick Simmons, CEO, The Nasdaq Stock Market
"Hats
off to Shook for a practical exposition of best
practices in this industry."
Stan O'Neal, President & COO, Merrill Lynch
Cahner's
Business Information / Horizon Publishers Group
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Current Advertising Campaign.
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a PDF version
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