MY LIFE AS A CLIENT

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 Linda Lingo, a financial coach in Redding, Calif.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Adam Weinberg of West New York, N.J., founder of Web Guy X, a digital marketing firm, and Relax with Adam, a meditation center, both...

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.

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Karen Davis, a former television executive and current broadcast journalism teacher in Miami, about her experiences.

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...