THOUGHT LEADERSHIP
Explore insights from our advisors.
Videos, webinars, and industry resources covering investing, financial planning, retirement, and today’s evolving financial landscape.

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

Industry Perspectives
Insights from our advisors and appearances at industry events.

In the BULLpen Webinars
Conversations with industry experts on topics affecting investors.

Industry Resources
Helpful tools and information from trusted financial organizations.

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.
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.


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.
AI 101 Basics
Matt LeBlanc, Client Portfolio Manager at Columbia Threadneedle, breaks down the basics of artificial intelligence in simple terms.
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.
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.
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.
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.
