Forbes Shook On-The-Road Regional Event

The Forbes Shook On-The-Road Regional Event is set to take place at the prestigious Merchants Exchange Club in San Francisco, California. This event is designed for top advisors and will showcase the Best-In-State Advisors for 2026, as ranked by Forbes and SHOOK. Attendees will have the opportunity to engage in a general session accompanied by light bites, starting from 11:00 am. A unique photo opportunity will also be available, allowing participants to take home a picture on the cover of Forbes, enhancing the memorable experience of the day.The event will feature insightful sessions led by esteemed speakers such as R.J. Shook, who will delve into topics crucial for financial advisors. Key presentations include Raising Your Team’s Percentile, Building the Team of the Future, and discussions on current market dynamics such as Private Credit: An Evolving Market’s Benefits for High Net Worth Clients and Optimizing Equity: Balancing Public-Private Allocations. Additionally, attendees will gain valuable insights into the implications of private alternatives in their practice and a market outlook addressing the four big themes shaping the financial landscape. Notable exhibitors include J.P. Morgan Wealth Management, Graystone Consulting from Morgan Stanley, and Morgan Stanley Private Wealth Management. This event promises to be an invaluable opportunity for networking and professional development in the financial advisory sector.