MY LIFE AS A CLIENT

A lot can be learned listening to clients' experiences working with financial advisors—good and bad. Lenny Liebmann, founding partner of Morgan Armstrong, a technology consultancy in Teaneck, N.J. shares his story.

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 Jeannette McClennan, CEO and founder of McClennan Group, a digital product studio in New York City, about her interactions with the...

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.