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The Winner's Circle(TM)

Recent Articles and Publications

  • 2002 September Cover Story in Registered Rep Magazine: "America's Top Brokers"

  • 2003 September Cover Story in Research Magazine (Coming soon)

  • Winner's Circle Column in Research Magazine:
  •         Date Winner's Circle FA Article
            April '03 Mark Pollard, Merrill Lynch "Silence is Golden"
            May '03 Michael Johnston, Smith Barney "Expert Allocator"
            June '03 Joe Montgomery, Wachovia "The En-Visionary"
            July '03 Raj Sharma, Merrill Lynch "Understanding the Client"
            Aug. '03 Louis Chiavacci, Merrill Lynch "Wowing the Client"
            Sept. '03 COVER STORY "The Winner's Circle top 70"
            Oct. '03 Martin Shafiroff, Lehman Brothers "A Living Legend"
            Nov. '03 Rebecca Rothstein, Smith Barney

  • Winner's Circle Feature @ Franklin Templeton
             Date Article
             June '03 Consider Every Client a Chairman of the Board
             July '03 3 Views of Building a Billion-Dollar Book
             Aug. '03
             Sept. '03  

 

 

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