COMING SOON to Dallas: Forbes | SHOOK On The Road, 4/25. In partnership with Blackstone, learn how to ride the cross-currents of market uncertainty, opportunities in private credit, why scale and sector selection matter, and more. CE credits
Register: bit.ly/4cMrov7

COMING SOON to Denver: Forbes | SHOOK On The Road, April 24. In partnership with Blackstone, learn how to ride the cross-currents of market uncertainty, opportunities in private credit, why scale and sector selection matter, and more!
Register online: bit.ly/4aOaIS5

At last year's Top Advisor Summit, our top advisor community rallied together to raise $1.5 million for the Children's Cancer Research Fund to support a novel, ground-breaking pediatric cancer treatment. Thank you to all those that donated.
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Join us in Palm Beach for the 2024 Forbes | SHOOK Top Women Advisor Summit! Hear from leaders in the industry, share best ideas, and connect with the best of the best. May 20-22 @ Eau Palm Beach Resort & Spa, CE credits available.
Register Now! bit.ly/3U86m2x

Forbes | SHOOK Best-In-State Wealth Advisors Ranking - NOW LIVE!
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Forbes | SHOOK Top 250 Wealth Advisors Ranking - NOW LIVE! #ForbesSHOOKTopAdvisor
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Forbes-ranked Morgan Stanley advisor Jennifer Magnesen believes ''[i]t's hard for people to make... mental leaps of themselves in the future.” Her unique approach helps clients see themselves into the future.
READ: bit.ly/3IH5xY1

Forbes-ranked TSG Wealth Management advisor Lisa Petrie was the only young woman in her office when she earned her CFP certification in the 1980s; today, she runs a Forbes top-ranked team—all women.
READ: bit.ly/3IKCzql

After receiving her MBA, Forbes-ranked Morgan Stanley advisor Beth Scanlan founded EAInvest Inc. to develop quantitative models for financial plans utilizing ETFs. Today, she works closely with entrepreneurs.
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After rising through the ranks at one of the nation's largest law firms, Forbes-ranked Merrill advisor Michelle Mayer decided to enter wealth management to help clients with complicated trust structures that other advisors didn't know how to implement.
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Forbes-ranked Ameriprise team Kuttin Wealth Management has over 150 employees, including 60 advisors. Their size and scale allows them to be specialists across a multitude of areas, from working with high net worth clients to tax and estate planning.
READ: bit.ly/3OGmSDO

What do an ex-pro golfer and a Merrill vet have in common? They are both part of the Forbes-ranked Stifel team, Coastal Financial Strategies Group.
READ: bit.ly/49dLn3v

Merrill Lynch’s Raj Sharma shared how incorporating purpose into your team can help make a meaningful impact in your clients’ lives and beyond, with John Moninger, head of U.S. Distribution, Allspring Global Investments.

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Thanks to everyone who joined us at our SOLD OUT 2024 Forbes | SHOOK Top Teams Summit! With your help, we elevate the industry by sharing best practices and raising professional standards.

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TRX Training Owner and CEO Jack Daly explained how a healthy lifestyle can lead to positive physical and mental returns with Merrill Lynch’s Charles Balducci.

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Andrew Schultz of Morgan Stanley Private Wealth Management shared how to build a team with a deeper purpose that can make an impact in clients' lives with Ares Management Corporation’s Moshe Bajnon.

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Congratulations to Julie Kelly of Edward Jones & Patrick Schaffer of UBS for winning SHOOK® Showdown - Teams Best Idea Competition!

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We heard a lot of great ideas at today’s SHOOK Showdown - Teams Best Idea Competition; stay tuned tomorrow to find out the winner!

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America’s Top-Ranked Advisor, Merrill Lynch’s Jeff Erdmann, and his team members Kersten Rivas and Tony Carpentieri, discussed how to establish a team’s culture to create an effective workplace with Blue Owl Capital's Chad Colombo.

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Great to hear Blackstone Co-Founder & CEO Stephen A. Schwarzman share some of his experiences in entrepreneurship, and the keys to establishing a high-functioning organization.

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