MY LIFE AS A CLIENT

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.

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.

A joke may also be a forewarning.