The Winners Circle: How 30 Financial Advisors Became the Best in the Business

by Robert J. Shook

Book Overview

This informative and entertaining book imparts how 30 super financial advisors rose to the top of their profession. A reader will be privy to a behind-the-scenes look at financial wizards like Ace... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 1588620867
• ISBN13: 9781588620866
• Release Date: January 2002
• Publisher: Ashley Group
• Length: 238 Pages
• Weight: 0.90 lbs.

Customer Reviews

A wealth advisor's must read

R.J. Shook has really captured the information necessary from the industry's best advisors to be successful in the ever changing financial services industry. When reading this book, first re-evaluate your business by comparing your methods to the pros, then emulate those individuals that make sense for your business. By profiling so many advisors, you're really given a chance to cherrypick ideas from all invididuals according to your skills and personality.Shook demonstrates his indepth knowledge and expertice by digging for the right information, and publishing those ideas in this book. If you want to be succecssful in the financial services industry, this book is a must read!

Extremely interesting and informative--lots of ideas

This is absolutely one of the most interesting and informative books on our industry I've read in a long time.One of my biggest complaints about books about our industry is that many authors suggest ideas with little back up or prescriptive methods of application. I have been unable to put this book down. The logic and organization of the book is easy to follow, and the techniques make sense. I find every section has a practical application to my business. I will immediately apply many of these techniques and ideas to my business.

A superb book

There are a few influential books in the securities industry that should be required reading for all professionals in the securities business. "Successful Telephone Selling" by Martin Shafiroff was a classic in the 80's and 90's and "The Excellent Investment Advisor" by Nick Murray was a compelling book a decade ago. I would be remiss in not including "The Winner's Circle" as a classic in its own right."The Winner's Circle" is a superb book for rookies and veterans alike that re-visits some of the very basics of our industry, but--importantly--finds new life for the financial advisor. You'll be glad you read this book. Your advice and service are more necessary than ever, and this book will guide help you guide your business to new and higher levels.

A must read for all financial advisors/planners

30 of the best in the business generously share their knowledge, not only in theory, but in practical application. They also share their downturns, enabling readers to learn from their mistakes.

Probably the best book on the subject

This is the only book on the market where you can obtain insights and secrets--based on real experiences--from those who are the best in the business. To truly succeed in this business, you need to learn from the best--otherwise you're just reinventing the wheel and wasting time experimenting with different techniques that may or may not work. Even as a 23-year veteran in the business (and a producing branch manager), I was able to take ideas from every person profiled. This book is required reading in my branch office.