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R.J. Shook
Founder, President & Author
Founder of
The Winner's Circle
About the Program
WC IV (2005)
Recent Articles
About the Author
Info About the Shooks
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Location:  Boca Raton, FL
Education:  B.S., Babson College, Business Administration

    A native of Columbus, Ohio, Shook graduated from Babson College in Wellesley, MA in 1987 and has been in the securities industry ever since.

    Hired as a Financial Advisor at Prudential-Bache Securities in 1987, his experience ranges from Investment Banking to Research.

    R.J. began his career as a financial advisor. Frustrated that he didn't have access to top advisors from which he could learn best practices, he wrote his first Winner's Circle book, which profiles the best advisors in the business. After a decade of Wall Street experience, he just released his fourth edition, The Winner's Circle IV, which is his eighth book.

    R.J. also collaborates with his father, Robert Shook, a New York Times best-selling author who has written nearly 55 books.

    As an expert in identifying success patterns and characteristics of the industry's top producers, no one has accomplished as much in-depth studies in the financial services industry as R.J. The Winner's Circle rankings appear as an annual cover story in Barron's magazine, Research Magazine, and numerous other publications, like NJ Monthly, Virginia Business magazine, and recently in Boston Magazine, Connecticut Magazine, California CEO, Minneapolis Business Journal, Hawaii Business, and many more. As a recognized authority on best practices in the financial services industry, R.J. offers speeches, workshops, and leads panel discussions on topics that are tailored for the audience and venue.

    Shook resigned from Prudential Securities in June, 1999 to pursue his writing career, and now The Winner's Circle on a full-time basis.

    (Click here for complete information regarding The Winner's Circle IV--2005)

    The Winner's Circle Program

    The Winner's Circle has evolved into a club of the fiancial service's top achievers extending across all firms.

    R.J.'s board includes industry leaders that establish selection criteria, both quantitative and qualitative measures, and promote The Winner's Circle philosophies.

    The Winner's Circle actively promotes:

    In the securities industry:

    • best practices
    • highest code of ethics
    • integrity, professionalism

    Outside the industry:

    • the value of advice,
    • raising investor confidence, and
    • helping investors find a trusted advisor.

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