MY LIFE AS A CLIENT

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Ken Rupert, a telecommunications engineer who also runs The Financial Black Belt Academy, a Hampstead, Md.-based startup, about...

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Katherine Wertheim, a fund-raising consultant for nonprofits in Ventura, Calif., about her experiences as a client.

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Blaine Millet, who runs WOM10, a Seattle-based marketing firm, about his experiences 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.

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.