Forbes|SHOOK Presents
The Winner’s Circle
THE SCIENCE BEHIND SUCCESSFUL TEAMS
An enlightening discussion that delves into the science of successful wealth management teams. Working with PhDs, SHOOK’s comprehensive analysis draws on tens of thousands of interviews and millions of data points to reveal groundbreaking discoveries about the growth and formation of teams, team dynamics, trends, innovations, and how to prepare for the future of wealth management.
SHOOK answers the teams’ most pressing questions:
- Why do SHOOK’s top teams tend to grow double digits every year while the vast majority of the industry remains stagnant?
- Every team wants to grow—but why do so many fall off SHOOK rankings as they get bigger?
- What are the winning team structures that are common among the best teams?
- What are the latest innovations teams are pursuing for growth?
- What is the next phase for wealth management and how should teams prepare?
Highlights
- Data-Driven Insights: Learn from an extensive dataset from millions of data points, both quantitative and qualitative.
- The world’s only extensive study of top teams: SHOOK has interviewed tens of thousands of advisors in person, zoom and telephone.
- Expert Opinions
- SHOOK invented advisor rankings in 2000, for trade magazines, Barron’s and Forbes.
- SHOOK engaged PhD’s in behavioral neuroscience, psychology and statistics.
- SHOOK is the world’s only advisor research firm with this focus on quality.
