MY LIFE AS A CLIENT

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client.

It can take some trial and error to find an advisor who’s just right.

If a client has an adult child helping out, you might want to consider how that person perceives you.

To learn what everyday clients really think about their advisors, and what advisors can learn from them.

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.