SHOOKtalks

Live… and on-demand.

*Indicates CE credits available for live viewing

Exclusively for:

Wealth Advisors around the globe
Industry Leaders
Team Members

REGISTER FOR UNLIMITED ACCESS

Login in here if you have ANY account with SHOOK


Forgot Password?

*Wednesday July 15, 2020 - 1pm ET

Webinar: You Got This!


You Got This!

  • RJ Shook, Founder, SHOOK Research

Winning with Women: New research that will change the way you work with couples

  • Jen Tarsney, Director, Practice Mgm’t, NY Life Investments
  • Janet Koh, Director, Practice Mgm’t, NY Life Investments

Recent Agenda

Webinar: What Drives You


What Drives You

  • RJ Shook, Founder, SHOOK Research

Conversation with Top Advisor Scott Stackman

  • John Mathews, Group Managing Director, Head of PW Mgmt & UHNW, UBS Financial Services
  • Scott Stackman, Top Advisor, UBS Private Wealth Management

Finding Alpha Coming Out of The Crisis

  • James Macey, Senior Investment Strategist, BNY Mellon

Recent Agenda

Webinar: Moving Your Business Forward


Welcome

  • Liz Shook, COO, SHOOK Research

Growing Your Practice in Any Environment

  • Steve Samuels, Managing Director, Merrill Lynch
  • Todd Silaika, Top Advisor, Merrill Lynch

Insured Munis: More than Just Protection against Defaults

  • Bob DiMella, Exec. MD, Co-Head of Muni Team, Mackay Shields
  • Chris Roberti, Managing Director, Mackay Shields

Recent Agenda

Webinar: Opportunities Ahead


Another Defining Moment

  • RJ Shook, Founder, SHOOK Research

Fireside Chat with Ron Baron

  • Ron Baron, CEO & CIO, Baron Funds
  • Louise Gunderson, Top Advisor, UBS Financial Services

High Yield Investing After the Pandemic

  • Mark Durbiano, Sr. VP & Sr. Portfolio Manager, Head of Domestic High Yield Group & Bond Sector Committee, Federated Hermes
  • Katie Glass, VP, Portfolio Manager, Senior Investment Analyst, Federated Hermes

Recent Agenda

Webinar: Being Unstoppable


Quantifying Your Impact on Clients' Lives

  • RJ Shook, Founder, SHOOK Research

Be Unstoppable: Six Essential Actions While Working Remotely

  • Alden Mills, in partnership with Thornburg, CEO, Navy SEAL Commander & Author
  • Eric Glasband, Top Advisor, Merrill Wealth Management
  • Greg Feldman, Regional Consultant, Thornburg Investment Mgmt

The Frictionless Economy

  • George Saffaye, Small Mid Cap Growth Strategist, BNY Mellon
  • Jeff Gray, Director, BNY Mellon

Recent Agenda

Webinar: Looking Ahead


Are You the Most Important Call?

  • RJ Shook, Founder, SHOOK Research

What Does a Recession, Surging Deficits and a Pandemic Mean for Munis?

  • Ron Insana, Senior Advisor, Schroders
  • Julio Bonilla, Portfolio Manager, Schroders
  • Andy Shaw, Retail Sales Director & Div. VP, Hartford Funds

Teams that work — lessons from a SEAL commander & Top Advisor

  • Jon Fussell, Founder & CEO, Patriot Leadership Development
  • Liz Weikes, Top Advisor, JP Morgan Securities
  • Jen Tarsney, Director, Practice Mgm't, NY Life Investments

Recent Agenda

Webinar: A Look into the Markets’ New Landscape


Reinventing Your Clients

  • 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
  • Terry Cook, Top RIA, Parcion Private Wealth

Navigating Through Market Uncertainty

  • Matt McLennan, Portfolio Manager & Head of Global Value, First Eagle Inv Mgmt
  • Ryan Weber, Top Advisor, Raymond James

Recent Agenda

Webinar: Preparing for the Recovery in Credit

  • Ryan Robertson, NSM, FS Investments
  • Robert Skinner, Top RIA, 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, Top Advisor, 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, Top Advisor, UBS Private Wealth Management
  • Steve Hefter, Top Advisor, 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, Top Advisor, Merrill Wealth Management

Connecting with your Clients Digitally

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

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

  • David Richman, National Director, Eaton Vance
  • Andy Burish, Top Advisor, 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, Top RIA, Pence Wealth Management
  • Robert Waldele, Top Advisor, Merrill Wealth Management
  • John Diehl, Senior VP, Hartford Funds

Virtual Marketing…the new normal

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

Building a team for a new era

  • Nestor Vicknair, Top Advisor, 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, Top RIA, 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, Top Advisor, Morgan Stanley PWM
  • Wendy Holmes, Top Advisor, 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, Top Advisor, 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

REGISTER NOW FOR UNLIMITED ACCESS

All members must be approved. Who can join:

  • Wealth Advisors
  • Team Members
  • Qualified Financial Professionals
`

PLEASE CHOOSE CHECKOUT OPTION: *

First Name: *

Last Name: *

Email Address: *

Title: *

Password: *

Confirm Password: *

Company: *

Team Total Assets: *

City: *

State: *

Would you like to receive CE credits for this event?

I-W ID#:

CFP ID#:

By checking this box, I confirm that I have read the SHOOKtalks™ User Agreement, and accept the terms and conditions, including privacy terms therein.