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Recent Articles and Publications

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

  • 2003 September Cover Story in Research Magazine "The Winner's Circle"
  • 2004 April Cover Story in Research Magazine "The Women's Winner's Circle"
  • 2004 September Cover Story in Barron's Magazine "America's Best Wealth Advisors"
  • 2004 September Cover Story in Research Magazine "The Winner's Circle Teams"


  • 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 "A Preeminant Platform"
       Dec. '03 Charles Zhang, American Express "Honesty & Hard Work Pay Off"
       Jan. '04

    John Rafal, Essex Fin'l Svcs Inc.

    		 "The Problem Solver"
       Feb. '04 John Kulhavi, Merrill Lynch "Dream Team "
       Mar. '04 Richard Zinman, Smith Barney "A New Paradigm"
       Apr. '04 COVER STORY (SUPPLEMENT) "THE WOMEN'S WINNER'S CIRCLE"
       May '04 Pat Bell, Merrill Lynch

    "An Event that Launched a Career"

       Jun. '04 Larry Palmer, Smith Barney "March of Progress"
       Jul. '04 John Olson, Merrill Lynch "A New Paradigm"
       Aug. '04 Carrie Coghill, DB Root (Commonwealth) "She Wrote the Book on Fin'l Planning"
       Sept. '04 Cover Story "The Winner's Circle: America's Top Ranked Teams"
       Nov. '04 Dana Kishter, Morgan Stanley "Taking care of business...every day"
       Feb. '05 Bernie Benson, Merrill Lynch "Success in Succession"

  • Winner's Circle Feature, exclusively at 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 Building Loyalty & Relationships
             Sept. '03 Confidence in Yourself, Confidence in Your Products
Nov. '03
 How to Quarterback Your Team of Winners
Jan. '04
 Make Your Own Luck
Feb. '04
 Same Approach, Different Job
Mar. '04
 Specialization, Teamwork Lead to Success

Apr. '04

 How a Double Major and a Single Focus Led to Long-Term Relationships
These Franklin Templeton articles are updated on a regular basis, but not on this web site.