MY LIFE AS A CLIENT

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 Stanley Teitelbaum, a clinical psychologist in New York City.

To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.

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.