Wikipedia

Draft:R.J. Shook

  • Comment: See WP:BLP. Statements, starting with the date of birth, need to be sourced or removed. The entire personal life section is unsourced. Greenman (talk) 09:44, 13 April 2024 (UTC)
  • Comment: See talk page for extended comments. S0091 (talk) 18:33, 12 February 2024 (UTC)
  • Comment: None of the Forbes articles are reliable because they are sponsored content or are written by contributors rather than staff (see WP:FORBESCON) so should not be used. The following are also not reliable: commercial sites that sell products of offer services such Amazon, Abe books and Shook Research, press releases and links to Dropbox are not acceptable. Interviews or sources that that largely rely on what Shook or those affiliated with him say are not independent so cannot be used to establish notability. S0091 (talk) 20:38, 19 January 2024 (UTC)
  • Comment: The Forbes.com articles have been removed as references. I have added references from Forbes Magazine which are allowed under Wiki rules (please seeWP:Forbes). Also please review my comments here: [[1]] citations for Amazon, Abe books and Shook Research, and links to Dropbox were also removed. Additional sources have been added to establish SHOOK notability. Please send JohnnyDeadline Note on this subject: WHY RJ SHOOK WIKI SHOULD BE PUBLISHED User:JohnnyDeadline April 26----
R.J. Shook
Born
Columbus, Ohio, U.S.
EducationBabson College
Occupation(s)Entrepreneur, Author
Years active1987–present
SpouseElisabeth Shook
Parents
  • Robert L. Shook (father)
  • Roberta W. Shook (mother)
Websitewww.shookresearch.com

R.J. Shook is an American author who has spent decades studying and writing about the financial advice business. His company, SHOOK Research, identifies top financial advisors and ranks them nationally for Forbes magazine.[1][2][3][4]

Early life and education edit

Born in Columbus, Ohio as Robert James, his parents coined the nickname R.J. It stuck. "Since we already had Roberta and Robert in the family, we picked R.J. and that's what everyone has called him since he was born," recalled his father, Robert L. Shook.[5]

R.J. Shook graduated from Bexley High School and attended Babson College, earning a degree in marketing (1987). He took a job on Wall Street at Prudential-Bache Securities (1987-99) as a financial advisor before joining the research department. R.J. began writing books while on Wall Street.

Career edit

Writing career edit

R.J. Shook co-authored his first book, "The Wall Street Dictionary,"[6] in 1990 with his father, Robert L. Shook, who is a prolific author of more than 50 books.[7][8] With his dad's advice and encouragement, R.J. Shook began writing a series of books.[9] The series would span two decades.

The first book in the series,"The Winners Circle: How 10 Stockbrokers Became the Best in the Business,"[10] was published in 1992 when R.J. was a financial advisor.

The book was topical as the stock market boomed during the 1990s and individuals took a strong interest in stockbrokers.[11] "Having a stockbroker today is more common than was having a psychiatrist in the 1970s," writes Shook, noting that people were interested in learning about the characteristics of successful advisors.[12]

During the 1990s, clients were charged a commission when a stock or bond was sold. But there was a move underway to offer financial advice and manage assets, charging a management fee instead of a commission on trades.[13]

Entrepreneurship edit

Using what he learned writing about stockbrokers, R.J. Shook developed a system for ranking of professionals offering financial advice.[14]The rankings were offered to local weeklies and trade publications, which took a strong interest in the concept.[15] These same publications would become a ready source of free publicity for Shook's rankings.[16][17][18]

Registered Rep and Research Magazine,[19] was among those that signed on to publish Shook's rankings followed by Barron's, a weekly financial newspaper known for its insightful coverage of Wall Street and investing.[20]

The rankings spurred a series of national conferences that R.J. Shook created in partnership with Barron's. Shook sold the Winners Circle organization to News Corporation in 2008.[21] In 2015, R.J. Shook and his spouse, Elisabeth L. Shook, created SHOOK Research, according to records filed with the state of Florida.[22] Based in Boca Raton, Fla., the company's DNA is similar to the original Winners Circle, scoring advisors based on quantitative and qualitative measures collected during telephone and in-person interviews conducted by SHOOK analysts.[a] [23]

Today, SHOOK Research's rankings are published by Forbes magazine and its companion website, Forbes.com.[b]The rankings now include top women advisors,[24] top teams,[25] top next-gen advisors,[26] financial security professionals who focus on selling insurance,[27] and independent, registered investment advisors.[28]

In 2021, R.J. Shook expanded outside the United States, beginning with Canadian advisors[29] [30] The Canadian rankings[31] are published by The Globe and Mail newspaper.

Philanthropy edit

R.J. Shook, who lost his mother, Roberta, to breast cancer when he was 17, made philanthropy a hallmark of his family's and SHOOK Research's core principles. Top advisors ranked by SHOOK attending the company's national conferences are asked to donate money toward SHOOK-sponsored philanthropic campaigns, such as Children's Cancer Research Fund, Make-A-Wish, St. Jude Children's Research Hospital and Susan G. Komen for the Cure. In 2010, R.J. Shook created a research and ranking system designed to identify the world's biggest philanthropic givers. The list, which tracks actual gifts instead of pledges to give money, is believed to be the only one of its kind.[32][33] Forbes publishes SHOOK's philanthropic giver's ranking.[34][35][36][37]

Personal Life edit

R.J. is married to Elisabeth Guilder Shook. They have three children - Jacob, Jamie and Jeremy. Each of the children is actively involved in SHOOK Research philanthropic campaigns and have appeared at SHOOK's national conferences recognizing top advisors.

Books edit

  • Wall Street Dictionary: The Most Up-To-Date and Authoritative Dictionary of Financial Terms, More Than 5,000 Entries, by R.J. Shook (New York Institute of Finance, 1990) ISBN 0139501894.
  • The Winner's Circle: How Ten Stockbrokers Became the Best in the Business by R.J. Shook & Robert L. Shook ([[Prentice Hall]] 1992) ISBN 0135875773.
  • Wall Street Dictionary: The Most Up-To-Date and Authoritative Dictionary of Financial Terms by R.J. Shook (Career Press, 1999) ISBN 156414402X.
  • The Winner's Circle ll: How Ten Stockbrokers became the Best in the Business by R.J. Shook (New York Institute of Finance, 1999) ISBN 0131862715.
  • Online Trader's Dictionary: The Most Up-To-Date and Authoritative Compendium of Financial Terms by R.J. Shook (Career Press, 2001) ISBN 1564145670.
  • The Winner's Circle: How 30 Financial Advisors Became the Best in the Business by R.J. Shook (Horizon Publishing Group, 2002) ISBN 0972162208.
  • The Winner's Circle: Wall Street's Best Mutual Fund Managers by R.J. Shook (Wiley, 2004) ISBN 0471679143.
  • The Winner's Circle lV: Wealth Management Insights from America's Best Financial Advisors by R.J. Shook (Horizon Publishing Group, 2005) ISBN 0972162232.
  • The Winner's Circle: Asset Allocation Strategies from America's Best Financial Advisors by R.J. Shook (Horizon Publishing Group, 2006) ISBN 9780972162296.
  • Winner's Circle V: Wealth Management Insights from America's Best Financial Advisory Teams, (Horizon Publishing Group, 2009) ISBN 0972162232.

Notes edit

  1. ^ As of January 2024, SHOOK Research had received 43,713 advisor nominations for its rankings, with 19,486 telephone interviews, 1,507 virtual interviews, and 1,507 in-person interviews. SHOOK Research does not receive compensation for ranking an advisor or its firm.
  2. ^ The research is conducted by SHOOK and the rankings are edited, reviewed by Forbes editors. Stories are written by Forbes editors and writers.

References edit

  1. ^ "Forbes List Directory". Forbes via Forbes.com.
  2. ^ Calvey, Mark (17 February 2008). "Uncovering the Bay Area's Top Financial Advisors". San Francisco Business Times. Retrieved 6 February 2024.
  3. ^ Fritsch, Shane (7 April 2008). "Many Happy Returns". Chicago Magazine. Retrieved February 13, 2024.
  4. ^ Couturier, Brian (1 March 2019). "Stay calm and carry on, Advisers say investors should stay focused on long-term goals". Virginia Business. Retrieved 16 February 2024.
  5. ^ Shook, Robert (17 October 2023). "An Interview with Robert Shook" (Interview). Interviewed by Mark Tatge. Chicago: Deadline Media.
  6. ^ Shook, R.J.; Shook, Robert L. (1990), Wall Street Dictionary: The Most Up-To-Date and Authoritative Dictionary of Financial Terms, More Than 5000 Entries, New York Institute of Finance, ISBN 0139501894
  7. ^ "Why Didn't I Think of That?". Ink Magazine. 1 August 1982. Retrieved 8 February 2024.
  8. ^ "Doing Business By The Good Book". Hachette Book Group. Hachette. 28 June 2017.
  9. ^ Eichenberger, Bill (24 July 2008). "Writers bloc: Three children take a page from father's career". The Columbus Dispatch.
  10. ^ Shook, R. J. (January 1, 1992), The Winner's Circle: How Ten Stock Brokers Became the Best in the Business, Prentice Hall, ISBN 0135875773
  11. ^ Tevlin, Stacey (February 2003). "Explaining the Investment Boom of the 1990s" (PDF). Journal of Money, Credit and Banking: 22. Retrieved February 13, 2024.
  12. ^ Shook, R.J. (January 1992). The Winner's Circle: How Ten Stock Brokers Became the Best in the Business. Prentice Hall. p. 3. ISBN 0135875773.
  13. ^ Fromson, Brett (3 July 1994). "The Golden Years". The Washington Post. Retrieved 10 January 2024.
  14. ^ Chicago Magazine, (7 April 2008).
  15. ^ Calvey, Mark (17 February 2008). "Uncovering the Bay Area's Top Financial Advisors". San Francisco Business Times. Retrieved 6 February 2024.
  16. ^ Switzky, Bryant Ruiz (22 July 2007). "Independent Wealth Advisors Tout Autonomy". Minneapolis / St. Paul Business Journal. Retrieved 6 February 2024.
  17. ^ Couturier, Brian (1 March 2019). "Stay calm and carry on". Virginia Business.
  18. ^ "Ameriprise advisors honored". Rockford Register Star. 14 January 2008. Retrieved 20 February 2024.
  19. ^ "Registered Representative Magazine". Wealth Management. June 29, 2001.
  20. ^ "Are You Tops?". Investment News. 23 April 2008. Retrieved 12 January 2024.
  21. ^ "Barron's Acquires the Winner's Circle Organization". South Florida Business Journal. 25 September 2008. Retrieved 16 January 2024.
  22. ^ "Shook Research LLC Filing". Florida Department of State.
  23. ^ "Methodology: Best-In-State Wealth Management Teams 2024". Forbes. 8 January 2024. Retrieved 19 January 2024.
  24. ^ Klebnikov, Sergei (20 February 2023). "America's Top Women Wealth Advisors". Forbes.
  25. ^ Klebnikov, Sergei (9 January 2024). "Best-in-State Wealth Management Teams". Forbes.
  26. ^ Klebnikov, Sergei (20 August 2023). "America's Top Nex-Gen Wealth Advisors". Forbes.
  27. ^ Klebnikov, Sergei (26 July 2023). "America's Top Financial Security Professionals". Forbes.
  28. ^ Klebnikov, Sergei (10 October 2023). "America's Top RIA Firms". Forbes.
  29. ^ "Canada's Top Wealth Advisors 2022". Globe and Mail. 27 October 2022. Retrieved 11 January 2024.
  30. ^ "How Canada's Top Women Wealth Advisors are Chosen". The Globe and Mail. 5 May 2023. Retrieved 6 February 2024.
  31. ^ "Canada's 2022 Top Wealth Advisors". The Globe and Mail. October 28, 2022 – via www.theglobeandmail.com.
  32. ^ "Buffett Tops 2014 Forbes Ranking of Biggest U.S. Givers". Philanthropy News Digest. Candid. 6 October 2015. Retrieved 12 January 2024.
  33. ^ Shook, R.J. (19 November 2019). "Methodology Behind The Forbes List Of America's Top 50 Givers". Forbes. Retrieved 11 January 2024.
  34. ^ Çam, Deniz (3 October 2018). "The New Forbes 400 Philanthropy Score: Measuring Billionaires' Generosity". Forbes via Forbes.com. Retrieved 11 January 2024.
  35. ^ Sandler, Rachel (27 September 2022). "The Forbes Philanthropy Score 2022: How Charitable Are The Richest Americans?". Forbes via Forbes.com. Retrieved 11 January 2024.
  36. ^ Liu, Phoebe (3 October 2023). "The Forbes Philanthropy Score 2023: How Charitable Are The Richest Americans?". Forbes via Forbes.com. Retrieved 11 January 2024.
  37. ^ Lane, Randall (1 December 2013). "The 50 Philanthropists Who Have Given Away The Most Money". Forbes via Forbes.com. Retrieved 6 February 2024.



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