Miriam Rozen

Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas.

All Miriam Rozen's Stories
CPAs and lawyers grow weary of cold-calling financial planners seeking referrals.
Clever ways to build relationships with professionals in other industries can give your practice a boost.
When advisors plan unique events to gather clients and their friends, referrals follow.
Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.
Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.
Disruptive entrepreneurs could set their sights on the financial advisory worlds.
Seven effective ways to convince the adult children of clients to become clients themselves.
How recent regulatory changes mark a pivotal moment for client/advisor relationships
The world’s second-largest search engine can be among an advisor’s strongest tools for marketing.
Having a family member on staff can complicate your business and home life, but done right, it can make your practice stronger.
When practicing advisors want to burnish credentials with a CFA or MBA, time management becomes their best friend.
Advisors who focus on getting all the assets of their crème de la crème prosper.
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