Updated Tuesday, May 21, 2013 as of 9:04 PM ET
Miriam Rozen

Recent Stories From This Author

Where the CFPs Are Now

April 1, 2013
Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.

Cashing In on a Fracking Windfall

February 1, 2013
In a number of states, clients and prospects are seeking advice on managing new royalty cash.

Say the Magic Words: Using the Right Words to Get Your Clients to Act

December 1, 2012
Often the right phrase or story can help planners persuade their clients to act.

How Should Advisors Dress to Impress Clients?

November 1, 2012
Professional image is a balancing act: Not too chic, but not too shabby. Here's how 6 planners walk the line.

The Dreaded Question: Do You Have Long-Term Care Insurance

November 1, 2012
For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness

October 1, 2012
A planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.

Financial Planners Need to Learn to Deal With Clients Who Can Be Rigid in Their Ways

September 1, 2012
Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.

Early Lessons: Planners Talk about Humble Beginnings

August 1, 2012
Insights gained at humble jobs long ago have helped some planners shape their messages to clients.
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