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Entitled Investors

In The Wall Street Journal, by Annie Gasparro (Playing Favorites), Sept. 20, 2010 ({JR} pg. R5). Effective financial advisors learn how to divide client lists to determine what level of service each individual should get. Strategies include developing specific communication guidelines, delegating less desirable accounts to others, and developing alternative forms of communication. (Towergroup Inc., Sean Cunniff, Stacey Haefele, HNW Inc., Fogel Neale Partners LLC, Cerulli Associates, Hennion & Walsh Asset Management, wsjreview.com). 3



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