THOUGHT LEADERSHIP

Explore insights from our advisors.

Videos, webinars, and industry resources covering investing, financial planning, retirement, and today’s evolving financial landscape.

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Explore our insights.

Discover perspectives from our advisors, conversations with industry experts, and resources designed to help you navigate important financial decisions.

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Industry Perspectives

Insights from our advisors and appearances at industry events.

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In the BULLpen Webinars

Conversations with industry experts on topics affecting investors.

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Industry Resources

Helpful tools and information from trusted financial organizations.

Recognized voices in the industry.

From conference panels to industry discussions, our advisors share insights shaping the future of wealth management.

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2025 FORBES | SHOOK TOP ADVISOR SUMMIT

Chris Cooke Shares How to Build a World-Class Team

Whether you’re leading a firm, managing a growing team, or striving to elevate your organization’s performance, Chris offers actionable takeaways on leadership, communication, and long-term success.

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2025 FORBES | SHOOK TOP TEAM SUMMIT

Brian Cooke Shares Team Growth Strategies that Work

Brian discusses his approach to building and scaling the high-performing team at Cooke Financial Group, offering actionable recommendations to drive both team and business growth.

Watch the Video on YouTube

Wealth advisor on stage for discussion at industry event
Wealth advisor on stage delivering presentation at industry event

2023 FORBES | SHOOK TOP ADVISOR SUMMIT

Chris Cooke Urges Wealth Advisors to Go Digital

Chris urges top wealth advisors to become digital marketing superstars to connect, provide value, and successfully serve future clients.

Watch the Video on YouTube

Watch our In the BULLpen conversations.

Explore conversations between our advisors and industry experts on financial topics shaping today’s decisions.

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AI 101 Basics

Matt LeBlanc, Client Portfolio Manager at Columbia Threadneedle, breaks down the basics of artificial intelligence in simple terms.

Watch the Webinar Recording on YouTube

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How to Talk to Your Family About Money

Ryan Sullivan, VP and Managing Director at Hartford Funds, shares how families can talk about money in healthy ways.

Watch the Webinar Recording on YouTube

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How to Protect and Maintain Brain Health

Bill McManus, VP and Managing Director at Hartford Funds, shares insights on small changes that can strengthen your brain health.

Watch the Webinar Recording on YouTube

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How to Prevent Financial Exploitation

Matt Sommer, Managing Director at Janus Henderson Investors, shares some great tips with us on how to prevent financial exploitation.

Watch the Webinar Recording on YouTube

Resources we trust.

Explore educational resources from organizations we respect across investing, retirement planning, and financial markets.

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2026

College Planning Essentials

Look at Insight

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2026

Family Money Talks

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2026

Financial Exploitation

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2026

A Guide to Retirement

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2026

Teenager’s Guide to Retirement

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2026

Know Your Tax Forms

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2026

Long Term Investing Principles

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2026

Retain Your Brain

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2026

Understanding Cost Basis

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Confidence in every market cycle. Comfort in every conversation.

Whether you’re planning for today or the future, we help you make decisions with clarity and confidence.