http://rgsystems.gr/?fat=sites/rjshook/ en-us https://specials-images.forbesimg.comhttps://www.forbes.com/imageserve/5ef3b9ac44713a0007ed517f/400x0.jpg?cropX1=10&cropX2=574&cropY1=0&cropY2=565 http://rgsystems.gr/?fat=sites/rjshook/ RJ Shook's stories. Copyright 2024 Forbes Media LLC http://rgsystems.gr/?fat=sites/rjshook/2024/05/08/help-clients-age-with-dignity-advises-top-forbes-shook-team/ As the number of Americans aged 65 or older doubles by 2050 to 88.5 million, financial advisors are trying to plan for the likelihood that some of these clients will suffer from mental impairment and need assistance. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_662171253301ed06d22ae130 Wed, 08 May 2024 06:00:00 -0400 2024-05-08T13:30:58-04:00 As the number of Americans aged 65 or older doubles by 2050 to 88.5 million, financial advisors are trying to plan for the likelihood that some of these clients will suffer from mental impairment and need assistance. Edward Jones Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook investing standard http://rgsystems.gr/?fat=sites/rjshook/2024/04/17/top-ranked-ubs-team-responds-to-clients-request-to-teach-children/ Forbes-SHOOK Best Idea winner Patrick Schaffer says his UBS teammates get some of their best ideas from clients. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_6616e132dd5ac43ae223bc21 Wed, 17 Apr 2024 06:00:00 -0400 2024-04-17T06:00:00-04:00 Forbes-SHOOK Best Idea winner Patrick Schaffer says his UBS teammates get some of their best ideas from clients. UBS Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook investing standard http://rgsystems.gr/?fat=sites/rjshook/2024/04/05/top-forbesshook-advisors-donate-15m-for-life-saving-pediatric-cancer-treatment/ Top Advisors at the Forbes/SHOOK Top Advisor Summit in Las Vegas donated $1.5 million to fund a potentially lifesaving treatment for kids. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_6602d5018b21f627152833d2 Fri, 05 Apr 2024 10:00:00 -0400 2024-04-08T04:04:09-04:00 Top Advisors at the Forbes/SHOOK Top Advisor Summit in Las Vegas donated $1.5 million to fund a potentially lifesaving treatment for kids. SHOOK Research Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook Editors' Pick editors-pick investing premium http://rgsystems.gr/?fat=sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024/ Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_660d6e19c0fb274a7a26be61 Wed, 03 Apr 2024 11:37:55 -0400 2024-04-04T03:57:42-04:00 Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by. Forbes Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook Editors' Pick editors-pick investing best-in-state-wealth-advisors premium http://rgsystems.gr/?fat=sites/rjshook/2024/04/03/methodology-americas-top-wealth-advisors-2024/ Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_660c12a6e8aeb046eadf9e5b Wed, 03 Apr 2024 09:45:00 -0400 2024-04-04T03:57:43-04:00 Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by. Forbes Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook Editors' Pick editors-pick investing topwealthadvisors premium http://rgsystems.gr/?fat=sites/rjshook/2024/02/27/listening-key-to-keeping-clients-happy-and-earning-their-trust/ Developing a rapport with clients really boils down to one thing: listening. Listening builds trust and deepens relationships between clients and financial advisors. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_65cfa9a5c95fda3ba101bddb Tue, 27 Feb 2024 06:00:00 -0500 2024-02-28T02:48:04-05:00 Developing a rapport with clients really boils down to one thing: listening. Listening builds trust and deepens relationships between clients and financial advisors. GCCA Group Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook investing standard http://rgsystems.gr/?fat=sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024/ The Forbes ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data—with interviews conducted by telephone, in-person and virtually. R.J. Shook, Senior Contributor R.J. Shook, Senior Contributor http://rgsystems.gr/?fat=sites/rjshook/ content_65c39d693c331d0ed94652b0 Thu, 08 Feb 2024 09:45:00 -0500 2024-02-19T01:49:25-05:00 The Forbes ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data—with interviews conducted by telephone, in-person and virtually. Forbes Top Advisor/SHOOK /top-advisor-shook Money /money Top Advisor/SHOOK /top-advisor-shook Editors' Pick editors-pick investing womenadvisors premium