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

by R. J. Shook (Author), Launny Steffens (Foreword) "To Richie Freeman, the fund he manages, Smith Barney Aggressive Growth Fund, is more than just a collection of $8.0 billion in investor assets; it..." (more)
Key Phrases: fixed income manager, average peer, bond managers, Wall Street, United States, New York (more...)

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.

Product Description
This informative and entertaining book imparts how 30 super financial advisors rose to the top of their profession. A reader will be privy to a behind-the-scenes look at financial wizards like Ace Greenberg of Bear Stearns, Ira Walker of Morgan Stanley, Augie Cenname of Merrill Lynch, and Mark Curtis of Salomon Smith Barney. Their personalities and philosophies may differ—some are flamboyant, others border on being introverted. Some have led charmed lives; others overcame huge obstacles in their climb to the top. But they all have one thing in common: they're the absolute, hands-down, best in the business. They discuss everything from how they are able to build businesses managing billions of dollars in assets to how they invest their clients' money.

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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 (20 customer reviews)
• Amazon.com Sales Rank: #872,098 in Books (See Bestsellers in Books)

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!

8 of 10 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.

5 of 6 people found the following review helpful:

5.0 out of 5 stars Extremely interesting and informative--lots of ideas, June 14, 2002

By	R. Wells (Princeton, NJ) - See all my reviews

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

This is absolutely one of the most interesting and informative books on our industry I've read in a long time.

One of my biggest complaints about books about our industry is that many authors suggest ideas with little back up or prescriptive methods of application. I have been unable to put this book down. The logic and organization of the book is easy to follow, and the techniques make sense. I find every section has a practical application to my business. I will immediately apply many of these techniques and ideas to my business.