Forbes | SHOOK Best-In-State Wealth Management Teams - NOW LIVE! #ForbesSHOOKTopTeams #forbes #SHOOKresearch #ForbesSHOOKTopAdvisor #financialservices #ranking #financialmarkets #wealthmanagement #wealthmanagementteams

Thanks to all who donated to Susan G. Komen during this year's Top Women Advisor Summit. Together, our community raised over $500K to fund the development of a new drug therapy targeting metastatic breast cancer. #SHOOKcares

REGISTRATION NOW OPEN! Join us Mar. 3-5, 2025 in South Beach for the Forbes | SHOOK Top Teams Summit. Celebrate your team's success and get ready for the future of wealth management. Register now:  #ForbesSHOOKTopTeams #Forbes #SHOOKResearch

Forbes | SHOOK Top Wealth Management Teams—High Net Worth Ranking - NOW LIVE! #ForbesSHOOKTopTeams #forbes #SHOOKresearch #ForbesSHOOKTopAdvisor #financialservices #ranking #financialmarkets #wealthmanagement #wealthmanagementteams

Forbes | SHOOK Top Wealth Management Teams—Private Wealth Ranking - NOW LIVE! #ForbesSHOOKTopTeams #forbes #SHOOKresearch #ForbesSHOOKTopAdvisor #financialservices #ranking #financialmarkets #wealthmanagement #wealthmanagementteams

Forbes-ranked New York Life FSP Lynzie Wolters focuses her practice on working exclusively with first responders. Lynzie and her sister, Crystal, took the team national in 2022, and now service over 3,200 clients. #ForbesSHOOKFSP

Forbes-ranked Ashford Advisors FSP Matt Lipscomb has always had an entrepreneurial mindset, babysitting, performing odd jobs…to finding his way to eventually becoming a top-ranked Forbes FSP. #ForbesSHOOKFSP

Despite a rough childhood and dropping out of high school, Winged Keel Group FSP Jeri Turley found a new life—and becoming Forbes’ #1 ranked FSP. #ForbesSHOOKFSP

Thanks to all who joined us at another sold out #ForbesSHOOKTopAdvisor Summit! With your help, we are elevating the industry by sharing best practices and raising professional standards….and we are helping saving children’s lives. #ForbesSHOOKTopAdvisor

As more and more advisors age out of the industry, building the right team has become a focal point for teams; TradePMR's Rob Dilbone spoke with Nelrae Ali of Wells Fargo Financial Network and Scott Tiras of Ameriprise Financial on the best strategies. #ForbesSHOOKTopAdvisor

After a major shift in advising over the past 15 years, Franklin Templeton President & CEO Jenny Johnson shared her vision for what the future of financial advisory services will look like. #ForbesSHOOKTopAdvisor

America's #1-ranked financial advisor, Jeff Erdmann of Merrill Lynch, shared important lessons he's learned throughout his career with Invesco's Paul Brunswick. #ForbesSHOOKTopAdvisor

Blackstone's Joseph Lohrer spoke with Joe Dowling about lessons he learned while running Brown University's endowment. #ForbesSHOOKTopAdvisor

Ares Management Corporation Co-Founder and CEO Michael Arougheti shared his views on the everchanging credit landscape and it's future. #ForbesSHOOKTopAdvisor

BlackRock's CIO of Global Fixed Income Rick Rieder shared his market outlook and potential opportunities for investors. #ForbesSHOOKTopAdvisor

After historical growth, Golub Capital's Lawrence Golub looked back on private credit's past, and shared his outlook for the future of private credit. #ForbesSHOOKTopAdvisor

As the industry is changing more rapidly than ever, John Hancock Investment Management's Emily Roland shared how advisors can differentiate between trends and fads in the market. #ForbesSHOOKTopAdvisor

With the Fed's recent rate cut for the first time in over 4 years, J.P. Morgan Asset Management's Bob Michele discussed his view of the bond market and how advisors should be handling it going forward. #ForbesSHOOKTopAdvisor

After a near collapse during the pandemic, the real estate market looks to be making a big bounce back; Brookfield Oaktree Wealth Solution's Brian Kingston shared how to not get boxed out for a potential rebound. #ForbesSHOOKTopAdvisor

The group learned about 9-year old J.B.'s fight...and we remembered 8-year old Nathan, whose family continues to fight in his honor. Learn more and pledge money, stocks, or donor advised funds here: #ForbesSHOOKTopAdvisor #SHOOKcares