SHOOKtalks

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Wealth Advisors around the globe
Industry Leaders
Team Members

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*Wednesday June 3, 2020 - 1pm ET

Using Your Gifts

  • RJ Shook, Founder, SHOOK Research

The ESG Tipping Point: What Happened and How to Participate

  • John Streur - President & CEO, Calvert Research & Mgmt
  • Anthony Eames - VP & Director of Responsible Inv Strategy, Calvert Research & Mgmt

Navigating Through Market Uncertainty

  • Matt McLennan - Portfolio Manager & Head of Global Value, First Eagle Inv Mgmt
  • Ryan Weber - Senior VP, Raymond James

Recent Agenda

Webinar: Preparing for the Recovery in Credit

  • Ryan Robertson, NSM, FS Investments
  • Robert Skinner, IEQ Capital
  • Abby Glerum, GoldenTree Asset Management

Recent Agenda

Webinar: Touching People’s Lives

  • RJ Shook, Founder, SHOOK Research

The New Rules of Communication With Your Team

  • Julie Genjac, Managing Director, Applied Insights, Hartford Funds
  • Will Rose - UBS Financial Services

Rich Bernstein: Bull or Bear After Covid

  • Rich Bernstein, CEO & CIO, Richard Bernstein Advisors

Recent Agenda

Webinar: A New Era for Teams & Communication


Quantifying Your Impact on Clients’ Lives

  • RJ Shook, Founder, SHOOK Research

Discussion With Two Top Teams

  • Heather Crist - Managing Director, Head of Field Engagement, WM USA, UBS
  • Drew Freides - UBS Private Wealth Management
  • Steve Hefter - Wells Fargo Advisors

The Do’s and Don’ts of Effective Virtual Communication

  • Ryan Sullivan - Managing Director, Hartford Funds

Recent Agenda


Webinar: Getting your practice ready for a new era. Pt. II


Adding meaning to clients' lives

  • RJ Shook – Founder, SHOOK Research

Exponential growth in a new era

  • Steve Samuels - Managing Director, Merrill Lynch
  • Rich Pluta - Merrill Lynch Wealth Management

Connecting with your Clients Digitally

  • Drew Hirschler - Senior Practice Management Consultant, BNY Mellon
  • Jeff Fratarcangeli, Wells Fargo Advisors
  • Patti Brennan, Key Financial

Building a team in a new era with a large client base

  • David Richman, National Director, Eaton Vance
  • Andy Burish, UBS Financial Services

Recent Agenda


Webinar: Getting your practice ready for a new era

  • RJ SHOOK - Founder, SHOOK Research

A new era, a new client experience

  • Laila Pence, Pence Wealth Management
  • Robert Waldele, Merrill Wealth Management
  • John Diehl, Senior VP, Hartford Funds

Virtual Marketing…the new normal

  • Jason Katz, UBS Financial Services
  • Jen Tarsney, Director, Practice Management, NY Life Investments

Building a team for a new era

  • Nestor Vicknair, Merrill Wealth Management
  • Janet Kelly, Director, Head of Practice Management Consulting, BNY Mellon

Recent Agenda


Welcome Remarks

  • Liz Shook, COO, SHOOK Research

SPECIAL: CARES & Clients: What Every Advisor Needs To Do For Clients Right Now.

  • Bill Cass, Director of Wealth Management Programs, Putnam Investments
  • Kevin Myeroff, NCA Financial Planners

Recent Agenda


WEBINAR: Your defining moments

  • RJ Shook – Founder, SHOOK Research

How top advisors are managing their practices through crises

  • Jim Hansberger, Morgan Stanley PWM
  • Wendy Holmes, UBS PWM
  • John Moninger, MD, Eaton Vance

Immune-boosting your practice for a new world

  • Jordan Waxman, RIA, Nucleus Advisors
  • Ryan Robertson, NSM, FS Investments

Creating defining moments…a conversation with America’s #1 advisor

  • Jeff Erdmann, Merrill PW
  • Robert Bruno, President, First Eagle Funds Distributors & Head of Distribution, First Eagle Funds

Popular Series


America’s Top Women Advisors

  • A series led by America’s Top Women Adviors

America’s Top Next-Gens

  • A series led by America’s Top Next-Gen Advisors

America’s Top Teams

  • A series led by America’s Top Teams

Leadership

  • A series of interviews with Industry Leaders

Investing Experts

  • A series of interviews with Renown Investors

Popular Titles


Staying connected with your team

  • Top Advisor Panel

The Future of Teams

  • Top Advisor Panel

New services you should be offering clients right now.

  • Top Advisor Panel

Building a business during a crisis.

  • Top Advisor Panel

Building the right team culture.

  • Top Advisor Panel

Restructuring your team to reflect a new era.

  • Top Advisor Panel

State of the markets.

  • Top Advisor Panel

Staying connected with your team

  • Top Advisor Panel

Building the right portfolios.

  • Top Advisor Panel

Top teams discussing roles & responsibilities.

  • Top Team Panel

Staying connected with your team

  • Top Advisor Panel

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  • Wealth Advisors
  • Team Members
  • Qualified Financial Professionals
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