A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Dennis Shirshikov, a strategist with Awning, a real estate investment platform.

Vaughn Hebron, former running Denver Bronco running back and owner of VMS movement Specialists, on the value he gets from his financial advisor.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Steve Morrow of Gilbert, Ariz., an accountant with a large health care company and founder of kayaking website paddleabout.com.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Paul Oakley, who runs Tiny Mighty Communications, a Nashville, Tenn., strategic communications consultancy.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to husband and wife Hank and Sharyn Yuloff, who run Yuloff Creative Marketing Solutions, a Sedona, Ariz., small business coaching firm.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Janine Firpo, a retired international development executive in Oakland, Calif.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Linda Lingo, a financial coach in Redding, Calif.