The Winner's Circle: How 30 Financial Advisors Became the Best in the Business (The Winner's Circle series) [Hardcover]

R. J. Shook (Author), Launny Steffens (Foreword)

Book Description

Publication Date: September 1, 2002 | Series: The Winner's Circle series

Sharing private wealth management secrets typically reserved for elite and institutional investors, these advisors reveal the investing strategies that they recommend to their clients. For financial professionals, this book offers a rare glimpse at how these luminaries have built their businesses and provides extraordinary advice and insight for future investment strategies.

Editorial Reviews

Review

"Hats off to Shook for a practical exposition of best practices in the industry." -- Stan O'Neal, President and Chief Operating Officer, Merrill Lynch & Co.

"Shook captures the essence of industry best practices...This book is a winner." -- Wick Simmons, Chairman, NASDAQ

"The Winner's Circle is a terrific series of snapshots that capture the many ways in which financial advisors excel." -- Mark B. Sutton, President, Private Client Group, UBS PaineWebber, Inc.

From the Inside Flap

Today’s outstanding mutual fund managers–also known as portfolio managers–make investing look easy. But don’t be fooled, this type of investing is anything but easy. So, how do the best mutual fund managers in the business consistently beat both their benchmark indexes and competing funds in their categories? What sets them apart from the vast majority of mutual fund managers in the industry? Most importantly, what lessons can you learn from these exceptional individuals?

In The Winner’s Circle: Wall Street’s Best Mutual Fund Managers, R.J. Shook helps answer these and many other relevant questions, through in-depth interviews with today’s most successful mutual fund managers. Candid profiles detail the backgrounds of these extraordinary portfolio managers, and reveal how they developed their investing strategies, disciplines, and philosophies. You’ll even discover the mistakes and missteps these champions have made along the way–and how they learned from each experience. Through real-world stories and amusing anecdotes shared by these financial professionals, you’ll learn as much about their character, values, and principles as you will about how they defined their niche, and how they rose above other pros in the investing world.

You’ll hear from numerous mutual fund experts who are leaders in their respective categories, including:

• Large-Cap Mutual Fund Managers
  ~ Bill Miller of Legg Mason
  ~ Christopher C. Davis of Davis Advisors
• Mid-Cap Mutual Fund Managers
  ~ John Calamos of Calamos Funds
  ~ Rick Aster of Meridian Funds
• Small-Cap Mutual Fund Managers
  ~ Joel C. Tillinghast of Fidelity Investments
  ~ Bill Ricks of AXA Rosenberg
• International and Foreign Mutual Fund Managers
  ~ Bill Wilby of OppenheimerFunds
  ~ Jeff Everett of Franklin Templeton

Unlike most portfolio managers, The Winner’s Circle mutual fund managers stick to their disciplines and never stray. Their techniques may differ, but their results–providing large returns for their shareholders–are outstanding. With this book as your guide, you’ll pick up many investing strategies and learn how opportunities are discovered. In the end, you’ll become familiar with the most successful mutual fund managers in the world and receive an executive education in money management secrets typically reserved for the elite investor. --This text refers to an alternate Hardcover edition.

See all Editorial Reviews

Product Details

• Hardcover: 289 pages
• Publisher: Horizon Publishers Group; 3rd edition (September 1, 2002)
• Language: English
• ISBN-10: 0972162208
• ISBN-13: 978-0972162203
• Product Dimensions: 8.5 x 5.4 x 1.2 inches
• Shipping Weight: 1.2 pounds
• Average Customer Review: 4.3 out of 5 stars  See all reviews (21 customer reviews)
• Amazon Best Sellers Rank: #1,908,871 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

8 of 9 people found the following review helpful:

5.0 out of 5 stars A wealth advisor's must read, June 17, 2002

By 

Kirk S. (Portland, OR) - See all my reviews

This review is from: The Winners Circle: How 30 Financial Advisors Became the Best in the Business (Hardcover)

R.J. Shook has really captured the information necessary from the industry's best advisors to be successful in the ever changing financial services industry. When reading this book, first re-evaluate your business by comparing your methods to the pros, then emulate those individuals that make sense for your business. By profiling so many advisors, you're really given a chance to cherrypick ideas from all invididuals according to your skills and personality.

Shook demonstrates his indepth knowledge and expertice by digging for the right information, and publishing those ideas in this book. If you want to be succecssful in the financial services industry, this book is a must read!

7 of 9 people found the following review helpful:

5.0 out of 5 stars A superb book, June 11, 2002

By 

Steve Stein (New York, NY) - See all my reviews

This review is from: The Winners Circle: How 30 Financial Advisors Became the Best in the Business (Hardcover)

There are a few influential books in the securities industry that should be required reading for all professionals in the securities business. "Successful Telephone Selling" by Martin Shafiroff was a classic in the 80's and 90's and "The Excellent Investment Advisor" by Nick Murray was a compelling book a decade ago. I would be remiss in not including "The Winner's Circle" as a classic in its own right.

"The Winner's Circle" is a superb book for rookies and veterans alike that re-visits some of the very basics of our industry, but--importantly--finds new life for the financial advisor. You'll be glad you read this book. Your advice and service are more necessary than ever, and this book will guide help you guide your business to new and higher levels.

2 of 2 people found the following review helpful:

5.0 out of 5 stars A must read for all financial advisors/planners, May 29, 2002

By 

D. Gromek (Chicago, IL) - See all my reviews

This review is from: The Winners Circle: How 30 Financial Advisors Became the Best in the Business (Hardcover)

30 of the best in the business generously share their knowledge, not only in theory, but in practical application. They also share their downturns, enabling readers to learn from their mistakes.