MY LIFE AS A CLIENT

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.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Adam Weinberg of West New York, N.J., founder of Web Guy X, a digital marketing firm, and Relax with Adam, a meditation center, both...

A lot can be learned listening to clients' experiences working with financial advisors—good and bad. We talked to Brooke White of the Bronx, N.Y., who works as senior director of college access programs for low-income students at an educational...

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Karen Davis, a former television executive and current broadcast journalism teacher in Miami, about her experiences.

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Ken Rupert, a telecommunications engineer who also runs The Financial Black Belt Academy, a Hampstead, Md.-based startup, about...

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Katherine Wertheim, a fund-raising consultant for nonprofits in Ventura, Calif., about her experiences as a client.