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MY LIFE AS A CLIENT

Do you know what your clients think of you? Probably not. So, we're talking to some clients to get a firsthand glimpse of what’s really on their minds.

Highlights
Adrienne Robbins
A Junior “Robo”
Jul 09, 2018
A 38-year-old client gets stuck with a junior advisor seemingly reading off a script—and considers a change.
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Kevin Huhn
My Life as a Client: No Client Too Small
Mar 21, 2018
Ever curious about what clients say about their financial advisors behind closed doors? We recently got the lowdown from Kevin Huhn, 54, who, after an eclectic career, now heads Be Your Best Today, a media and public relations firm near Toronto.
Zach Hendrix
Too Much “Shooting the Breeze”
Feb 16, 2018
What do your clients really think about you? We spoke to Zach Hendrix, a founder of online lawn mowing service GreenPal, on why he fired his advisor.
phone receiver off hook
My Life as a Client: The Sound of Silence
Jul 10, 2017
Wouldn’t you like to know what your clients really think about you? We checked in with Carrie Wood, a 41-year-old commercial lease reviewer in Toronto, to learn about her experiences.
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