Inside the SHOOK Methodology: How the Forbes | SHOOK Financial Security Professionals Ranking Defines Excellence
May 26 @ 2:00 pm - 3:00 pm
Join Molly Bennard, President of SHOOK Research, for an inside look at how the industry’s most rigorous and independent ranking process is shaping the standard of excellence in wealth management. SHOOK’s mission is simple: elevate the reputation of the best advisors in the business.
In this session, Molly will walk attendees through how SHOOK evaluates Financial Security Professionals using a combination of quantitative metrics and qualitative factors—including client relationships, service model, services provided, and integrity—to identify advisors who truly stand apart. SHOOK is not pay-to-play; advisors cannot buy their way onto the list. Rankings are distributed through Forbes, helping clients easily recognize and connect with the most reputable professionals in the industry.
Speakers:
Molly Bennard | President at SHOOK Research
Marc Cadin | CEO at Finseca
