A team of America's most successful financial advisors offer their advice to private investors and financial professionals in this insightful guide. These advisors, who typically reserve their advice for elite and institutional investors, share their private wealth management and investing strategy secrets, including how they provide extraordinary advice and service, how they have built their businesses, which direction their businesses are taking for the future, and how they have set themselves apart from the vast majority of Wall Street professionals. Providing ideas and guidance for a variety of financial situations, this guide is an answer to securing prosperity for the future.
R. J. Shook is the author of eight books, including The Winner's Circle: How 30 Financial Advisors Became the Best in the Business and The Winner's Circle II: How Ten Stockbrokers Became the Best in the Business, and the website, www.winnerscirclenet.com. He is the founder of the Winner's Circle, an organization dedicated to recognizing the most outstanding financial advisors in the business. He lives in Boca Raton, Florida.