MY LIFE AS A CLIENT

To learn what everyday clients really think about their advisors, and what all advisors can learn from them, we talked to Mike Gnitecki, 33, a paramedic and firefighter in Longview, Texas.

Here’s a story from Walt Eldredge, 72, of Baton Rouge, a semi-retired trainer for a major oil company.

It’s not all about investments and retirement. Here, a client learns a lesson on the everyday meaning of value from his advisor.

A 38-year-old client gets stuck with a junior advisor seemingly reading off a script—and considers a change.

Ever curious about what clients say about their financial advisors behind closed doors? We recently got the lowdown from Kevin Huhn, 54, who, after an eclectic career, now heads Be Your Best Today, a media and public relations firm near Toronto.

What do your clients really think about you? We spoke to Zach Hendrix, a founder of online lawn mowing service GreenPal, on why he fired his advisor.

If you’d like to know what your clients really think about you, we’re here to help. The following is the view from Elizabeth McCourt, 48, of Westhampton Beach, NY. An executive coach and recruiter for financial advisors, she offers a unique...