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Author: R.J. Shook  

Home Town:  New Albany, Ohio
Education:  B.S., Babson College, Business Administration
Contact: info @ shookbook.com 

    A native of Columbus, Ohio, Shook graduated from Babson College in Wellesley, MA in 1987 and has been in the securities industry ever since. Hired as a Financial Advisor at Prudential-Bache Securities in 1987, his experience ranges from Investment Banking, to Research, to creating and managing Prudential Securities' Web initiatives.

    R.J. began his career as a financial advisor. Frustrated that he didn't have access to top advisors from which he could learn best practices, he wrote his first Winner's Circle book, which profiles the best advisors in the business. After a decade of Wall Street experience, he is now writing his fourth Winner's Circle, which will be his ninth book when it's released in 2004. The Winner's Circle IV will profile the top 100 advisors in the business.

    His experience in profiling champions extends into the NFL, where he helps to profile football players with Dr. Kevin Elko. R.J., Kevin and R.J.'s father, Robert Shook, a New York Times best-selling author who has written nearly 50 books, are writing a book called Pep Talks, Half Time Lessons that Last a Lifetime.

    As an expert in identifying success patterns and characteristics of the industry's top producers, no one has accomplished as much in-depth studies in the financial services industry as R.J. Last September R.J. began publishing a yearly ranking of top advisors in Registered Rep Magazine in a cover story titled "America's Top Brokers." Beginning in April 2003 he is writing a Winner's Circle column in Research Magazine, each month profiling one Winner's Circle advisor. As a recognized authority on best practices in the financial services industry, R.J. offers speeches, workshops, and leads panel discussions on topics that are tailored for the audience and venue.

    Shook resigned from Prudential Securities in June, 1999 to pursue his writing career on a full-time basis.

    The Winner's Circle Program

    The Winner's Circle has evolved into a club of the fiancial service's top achievers extending across all firms.

    R.J.'s board includes industry leaders that establish selection criteria, both quantitative and qualitative measures, and promote The Winner's Circle philosophies.

    The Winner's Circle actively promotes:

    In the securities industry:

    • best practices
    • highest code of ethics
    • integrity, professionalism

    Outside the industry:

    • the value of advice,
    • raising investor confidence, and
    • helping investors find a trusted advisor.

    Shookbooks Authored
     
    Coming Soon...

    The Winner's Circle IV. (Publisher to be determined, 2004) This book will profile America's top 100 financial advisors.

    Pep Talks: Half-Time Lessons that Last a Lifetime. (Publisher to be determined, 2003) Co-authored with world-renown sports-performance psychologist Dr. Kevin Elko and New York Times best-selling author Robert Shook. Book offers life and business lessons from pep talks given to college and NFL teams and players, including two national championship games. Offers business lessons including building a world-class team, creating a vision, building a culture, focusing on processes, handling adversity, etc.

    The Winner's Circle: Profiles of the Best Mutual Fund Managers (Publisher to be determined, to be published in 2003) This book profiles 17 of the best mutual fund managers, one manager per mutual fund category, scrutinized by long-term risk-adjusted performance records. Managers include David Dreman (large-cap value), Bill Miller (large-cap core), Chris Davis (large-cap GARP), Bob Rodriguez (inter. Term corporate bonds), John Calamos (mid-cap growth), Joel Tillinghast (small-cap value), and more.

    Current Shook Books

    The Winner's Circle:  How 30 Financial Advisors Became the Best in the Business
    (Cahner's, 2002)
    This book profiles 30 of America's most successful financial advisors.

    The Online Trader's Dictionary
    (Career Press, 2001)
    This extensive investment dictionary has nearly 7,000 entries, more than any other book of its kind. This book is ideal for any individual investor or professional interested in finance, investing, business, Internet, computers.

    The New Wall Street Dictionary
    (Career Press, 1999)
    This extensive investment dictionary has nearly 6,000 entries, more than any other book of its kind.

    The Winner's Circle II:  How Ten Stockbrokers Became the Best in the Business
    (New York Institute of Finance, 1995)
    This book profiles ten of America's most successful stockbrokers.

    The Winner's Circle:  How Ten Stockbrokers Became the Best in the Business
    (New York Institute of Finance, 1992)
    Co-authored with Robert L. Shook, the author's father, who works at Prudential Securities world headquarters in its Financial Strategies Group.  This book profiles ten of America's most successful stockbrokers.

    The Wall Street Dictionary (New York Institute of Finance, 1990)
    Co-authored with Robert L. Shook, the author's father, this extensive investment dictionary has over 5,000 entries, more than any other book of its kind.


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