In this episode of For Advisors By Advisors, host Evan J. Mayer sits down with Molly Bennard, CEO of SHOOK Research, for a look inside how advisors actually get ranked, from the survey process and the verification of quantitative data back to the firm, to the live conversation every advisor under consideration gets with the research team, to the roughly 1,400 in-person interviews SHOOK runs each year to dig into the softer side of a practice, and why portfolio performance and product selection are never part of the review at all.
