MY LIFE AS A CLIENT

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.

The skateboarding legend opens up about his experiences with advisors throughout his long career.

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...

What do your clients really say about you behind your back? Here’s the view from Warren Bimblick, a media consultant in New York City and former executive at Penton Media.