Winner's Circle V: Wealth Management Insights from America's Best Financial Advisory Teams (The Winner's Circle Series)

Few industries evolve as quickly as Wall Street does. And it’s The Winner’s Circle financial advisors on the forefront of the industry―the ones affecting individuals’ lives the most―who must continually evolve their practices, their investment philosophies, and their teams to meet their clients’ ever-changing needs. These elite financial advisors―better described as "wealth managers”―are typically several years ahead of the industry. They begin with an in-depth view of each client’s goals, dreams, and overall financial and family situation. With an eye towards how much risk the client can tolerate, they provide customized and comprehensive solutions―solutions that embrace the paramount importance of diversification through asset allocation. And while top wealth managers recognize that strong investment performance is essential, they―and the teams they lead―are perhaps even more committed to building deep client relationships and consistently providing world-class customer service.

Who are these top wealth managers, how do they actually run their businesses, and how are they evolving their practices? What kinds of situations do they work in, and how do they build the dedicated teams and far-reaching expertise needed to best serve their clients? When actually investing their clients’ money, what resources and research do they rely on, what investment vehicles do they use, and how do they maximize returns while safeguarding their clients’ long-term futures? Finally, what approaches do they take to getting to know their clients’ hearts and minds so well that they can be certain they are acting in their best interest?

For nearly two decades now, industry authority R.J. Shook, founder of The Winner’s Circle, LLC, has been answering these and similar questions in his ground-breaking and industry best-selling series of Winner’s Circle® books, and in the many magazine cover stories and other publications nationwide that The Winner’s Circle publishes each year. Barron’s magazine calls Shook an industry "expert," and relies on The Winner’s Circle’s expertise for three annual "Top 100 Financial Advisor" compendiums based on multiple objective criteria and in-depth personal interviews.

In this book, The Winner’s Circle V, Shook delves deeper than ever into the best practices, actionable ideas, and superior strategies that set apart 14 of the very best wealth managers or wealth manager partnerships. Special emphasis is placed on how these elite financial advisors build ever deeper relationships with their clients, their partners, and their team members, and on how they ensure the best possible investment returns and overall satisfaction of their clients in an increasingly volatile financial climate.

A must-read for industry professionals. Financial advisors and other industry professionals can gain valuable insight into some of today’s most successful wealth managers and wealth management teams. Everything from their day-to-day practices and investment techniques to how they build superior service teams and prepare for the future is revealed in a personable and user-friendly context. Moreover, it’s hard not to be inspired by the personal stories―the challenges and triumphs―of many of these top wealth managers, as well as by the way they give back amply to their clients, teams, firms, families, and communities.

An invaluable touchstone for investors. Investors at all levels can learn wealth management techniques and strategies from some of the industry’s very best wealth managers. As you see what the very best have to offer, you can gain an understanding of how your current financial advisor measures up, and you can share some of the valuable ideas found throughout this volume with the advisor or team currently serving you. If you’re on your own as an investor, you’ll gain a much better understanding of the extraordinary, multi-dimensional value that comes from working with a top-notch wealth manager.