MY LIFE AS A CLIENT

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked with Pam Silverthorn, owner of Inspire Wins LLC, a proposal development consultancy based near Houston.

A lot can be learned listening to clients' experiences working with financial advisors—good and bad. Lenny Liebmann, founding partner of Morgan Armstrong, a technology consultancy in Teaneck, N.J. shares his story.

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 Mark Scott, vice president of communications for an institutional investment data company in New York City, about his interactions...

A lot can be learned listening to clients' experiences working with financial advisors—good and bad. We talked to Jeannette McClennan, CEO and founder of McClennan Group, a digital product studio in New York City, about her interactions with the...

Hearing firsthand clients’ experiences—both good and bad—with financial advisors can provide useful insights. We talked to Diane Wilbur, who runs Soft Skills Training Group, a Providence, R.I.-based talent development firm.